Sequoia Financial Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
6,200
-49
| -0.8% | -$7.88K | 0.01% | 683 |
|
|
2025
Q1 | $1.04M | Buy |
6,249
+437
| +8% | +$72.6K | 0.01% | 602 |
|
|
2024
Q4 | $1M | Buy |
5,812
+1,354
| +30% | +$233K | 0.01% | 577 |
|
|
2024
Q3 | $753K | Sell |
4,458
-1,751
| -28% | -$296K | 0.01% | 624 |
|
|
2024
Q2 | $943K | Buy |
6,209
+2,119
| +52% | +$322K | 0.01% | 491 |
|
|
2024
Q1 | $640K | Sell |
4,090
-1,944
| -32% | -$304K | 0.01% | 603 |
|
|
2023
Q4 | $861K | Buy |
6,034
+2,406
| +66% | +$343K | 0.01% | 576 |
|
|
2023
Q3 | $392K | Buy |
3,628
+558
| +18% | +$60.3K | 0.01% | 589 |
|
|
2023
Q2 | $355K | Buy |
3,070
+459
| +18% | +$53K | 0.01% | 635 |
|
|
2023
Q1 | $292K | Buy |
2,611
+91
| +4% | +$10.2K | 0.01% | 632 |
|
|
2022
Q4 | $296K | Buy |
+2,520
| New | +$296K | 0.01% | 587 |
|
|
2022
Q2 | – | Sell |
-2,759
| Closed | -$363K | – | 671 |
|
|
2022
Q1 | $363K | Buy |
2,759
+720
| +35% | +$94.7K | 0.01% | 437 |
|
|
2021
Q4 | $326K | Buy |
+2,039
| New | +$326K | 0.01% | 427 |
|
|
2017
Q2 | – | Sell |
-1,302
| Closed | -$224K | – | 297 |
|
|
2017
Q1 | $224K | Buy |
+1,302
| New | +$224K | 0.03% | 243 |
|