Shelton Capital Management’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 | $276K | Hold |
1,716
| – | – | 0.01% | 520 |
|
|
2025
Q1 | $285K | Sell |
1,716
-47
| -3% | -$7.81K | 0.01% | 493 |
|
|
2024
Q4 | $304K | Hold |
1,763
| – | – | 0.01% | 499 |
|
|
2024
Q3 | $298K | Sell |
1,763
-167
| -9% | -$28.2K | 0.01% | 504 |
|
|
2024
Q2 | $293K | Hold |
1,930
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $302K | Hold |
1,930
| – | – | 0.01% | 519 |
|
|
2023
Q4 | $275K | Sell |
1,930
-155
| -7% | -$22.1K | 0.01% | 539 |
|
|
2023
Q3 | $225K | Hold |
2,085
| – | – | 0.01% | 593 |
|
|
2023
Q2 | $241K | Hold |
2,085
| – | – | 0.01% | 600 |
|
|
2023
Q1 | $233K | Hold |
2,085
| – | – | 0.01% | 596 |
|
|
2022
Q4 | $245K | Buy |
+2,085
| New | +$245K | 0.03% | 531 |
|
|
2022
Q3 | – | Sell |
-2,735
| Closed | -$260K | – | 719 |
|
|
2022
Q2 | $260K | Hold |
2,735
| – | – | 0.01% | 540 |
|
|
2022
Q1 | $360K | Hold |
2,735
| – | – | 0.01% | 463 |
|
|
2021
Q4 | $437K | Buy |
2,735
+110
| +4% | +$17.6K | 0.02% | 409 |
|
|
2021
Q3 | $341K | Buy |
2,625
+450
| +21% | +$58.5K | 0.01% | 496 |
|
|
2021
Q2 | $284K | Hold |
2,175
| – | – | 0.01% | 602 |
|
|
2021
Q1 | $247K | Buy |
+2,175
| New | +$247K | 0.01% | 641 |
|
|
2020
Q4 | – | Sell |
-3,220
| Closed | -$208K | – | 803 |
|
|
2020
Q3 | $208K | Hold |
3,220
| – | – | 0.01% | 669 |
|
|
2020
Q2 | $220K | Buy |
+3,220
| New | +$220K | 0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-3,220
| Closed | -$480K | – | 796 |
|
|
2019
Q4 | $480K | Sell |
3,220
-400
| -11% | -$59.6K | 0.03% | 357 |
|
|
2019
Q3 | $563K | Hold |
3,620
| – | – | 0.03% | 317 |
|
|
2019
Q2 | $578K | Buy |
3,620
+3,030
| +514% | +$484K | 0.03% | 307 |
|
|
2019
Q1 | $3.24K | Sell |
590
-2,650
| -82% | -$14.6K | 0.01% | 699 |
|
|
2018
Q4 | $544K | Hold |
3,240
| – | – | 0.04% | 289 |
|
|
2018
Q3 | $573K | Hold |
3,240
| – | – | 0.03% | 323 |
|
|
2018
Q2 | $551K | Sell |
3,240
-110
| -3% | -$18.7K | 0.03% | 315 |
|
|
2018
Q1 | $517K | Hold |
3,350
| – | – | 0.03% | 348 |
|
|
2017
Q4 | $575K | Hold |
3,350
| – | – | 0.04% | 336 |
|
|
2017
Q3 | $539K | Sell |
3,350
-7
| -0.2% | -$1.13K | 0.04% | 339 |
|
|
2017
Q2 | $543K | Buy |
3,357
+7
| +0.2% | +$1.13K | 0.04% | 344 |
|
|
2017
Q1 | $576K | Sell |
3,350
-650
| -16% | -$112K | 0.04% | 325 |
|
|
2016
Q4 | $711K | Buy |
4,000
+1,825
| +84% | +$324K | 0.05% | 279 |
|
|
2016
Q3 | $450K | Sell |
2,175
-4
| -0.2% | -$828 | 0.04% | 404 |
|
|
2016
Q2 | $473K | Buy |
2,179
+4
| +0.2% | +$868 | 0.04% | 382 |
|
|
2016
Q1 | $452K | Hold |
2,175
| – | – | 0.04% | 388 |
|
|
2015
Q4 | $423K | Hold |
2,175
| – | – | 0.04% | 402 |
|
|
2015
Q3 | $400K | Hold |
2,175
| – | – | 0.04% | 405 |
|
|
2015
Q2 | $376K | Hold |
2,175
| – | – | 0.04% | 476 |
|
|
2015
Q1 | $426K | Hold |
2,175
| – | – | 0.05% | 441 |
|
|
2014
Q4 | $396K | Hold |
2,175
| – | – | 0.05% | 466 |
|
|
2014
Q3 | $358K | Hold |
2,175
| – | – | 0.05% | 476 |
|
|
2014
Q2 | $362K | Sell |
2,175
-137
| -6% | -$22.8K | 0.05% | 475 |
|
|
2014
Q1 | $357K | Hold |
2,312
| – | – | 0.05% | 454 |
|
|
2013
Q4 | $331K | Hold |
2,312
| – | – | 0.05% | 466 |
|
|
2013
Q3 | $322K | Hold |
2,312
| – | – | 0.05% | 442 |
|
|
2013
Q2 | $343K | Buy |
+2,312
| New | +$343K | 0.06% | 388 |
|