Sheaff Brock Investment 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
Q1 | $2.8M | Sell |
16,850
-266
| -2% | -$44.2K | 0.26% | 77 |
|
|
2024
Q4 | $2.95M | Sell |
17,116
-180
| -1% | -$31K | 0.26% | 79 |
|
|
2024
Q3 | $2.92M | Buy |
17,296
+530
| +3% | +$89.6K | 0.26% | 82 |
|
|
2024
Q2 | $2.55M | Sell |
16,766
-528
| -3% | -$80.2K | 0.24% | 86 |
|
|
2024
Q1 | $2.71M | Sell |
17,294
-560
| -3% | -$87.6K | 0.17% | 89 |
|
|
2023
Q4 | $2.55M | Sell |
17,854
-1,404
| -7% | -$200K | 0.2% | 87 |
|
|
2023
Q3 | $2.08M | Buy |
19,258
+45
| +0.2% | +$4.86K | 0.19% | 92 |
|
|
2023
Q2 | $2.22M | Sell |
19,213
-139
| -0.7% | -$16.1K | 0.19% | 95 |
|
|
2023
Q1 | $2.17M | Buy |
19,352
+58
| +0.3% | +$6.49K | 0.2% | 92 |
|
|
2022
Q4 | $2.27M | Buy |
19,294
+112
| +0.6% | +$13.2K | 0.22% | 80 |
|
|
2022
Q3 | $1.72M | Buy |
19,182
+616
| +3% | +$55.3K | 0.19% | 96 |
|
|
2022
Q2 | $1.76M | Buy |
18,566
+641
| +4% | +$60.8K | 0.15% | 94 |
|
|
2022
Q1 | $2.36M | Buy |
17,925
+560
| +3% | +$73.7K | 0.16% | 89 |
|
|
2021
Q4 | $2.77M | Buy |
17,365
+586
| +3% | +$93.6K | 0.19% | 87 |
|
|
2021
Q3 | $2.18M | Buy |
16,779
+441
| +3% | +$57.3K | 0.16% | 92 |
|
|
2021
Q2 | $2.13M | Buy |
16,338
+843
| +5% | +$110K | 0.15% | 93 |
|
|
2021
Q1 | $1.76M | Sell |
15,495
-1,819
| -11% | -$207K | 0.14% | 99 |
|
|
2020
Q4 | $1.48M | Sell |
17,314
-1,103
| -6% | -$94.1K | 0.12% | 104 |
|
|
2020
Q3 | $1.19M | Buy |
18,417
+1,657
| +10% | +$107K | 0.11% | 121 |
|
|
2020
Q2 | $1.15M | Buy |
16,760
+7,713
| +85% | +$527K | 0.11% | 106 |
|
|
2020
Q1 | $496K | Buy |
9,047
+3,081
| +52% | +$169K | 0.07% | 190 |
|
|
2019
Q4 | $889K | Buy |
5,966
+891
| +18% | +$133K | 0.09% | 164 |
|
|
2019
Q3 | $790K | Buy |
5,075
+511
| +11% | +$79.5K | 0.09% | 169 |
|
|
2019
Q2 | $729K | Buy |
4,564
+226
| +5% | +$36.1K | 0.08% | 186 |
|
|
2019
Q1 | $790K | Buy |
4,338
+185
| +4% | +$33.7K | 0.1% | 176 |
|
|
2018
Q4 | $698K | Buy |
4,153
+742
| +22% | +$125K | 0.11% | 171 |
|
|
2018
Q3 | $603K | Buy |
3,411
+107
| +3% | +$18.9K | 0.06% | 228 |
|
|
2018
Q2 | $562K | Buy |
3,304
+935
| +39% | +$159K | 0.05% | 228 |
|
|
2018
Q1 | $366K | Buy |
2,369
+749
| +46% | +$116K | 0.04% | 304 |
|
|
2017
Q4 | $278K | Hold |
1,620
| – | – | 0.04% | 369 |
|
|
2017
Q3 | $261K | Sell |
1,620
-18
| -1% | -$2.9K | 0.03% | 398 |
|
|
2017
Q2 | $265K | Hold |
1,638
| – | – | 0.03% | 420 |
|
|
2017
Q1 | $282K | Sell |
1,638
-50
| -3% | -$8.61K | 0.04% | 407 |
|
|
2016
Q4 | $300K | Buy |
1,688
+530
| +46% | +$94.2K | 0.04% | 402 |
|
|
2016
Q3 | $240K | Hold |
1,158
| – | – | 0.03% | 419 |
|
|
2016
Q2 | $251K | Hold |
1,158
| – | – | 0.03% | 422 |
|
|
2016
Q1 | $241K | Hold |
1,158
| – | – | 0.03% | 440 |
|
|
2015
Q4 | $225K | Buy |
+1,158
| New | +$225K | 0.03% | 479 |
|