Sigma Planning Corp’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 | $486K | Sell |
3,025
-5,861
| -66% | -$942K | 0.01% | 788 |
|
|
2025
Q1 | $1.48M | Buy |
8,886
+3,047
| +52% | +$506K | 0.05% | 364 |
|
|
2024
Q4 | $1.01M | Sell |
5,839
-223
| -4% | -$38.4K | 0.03% | 485 |
|
|
2024
Q3 | $1.02M | Sell |
6,062
-318
| -5% | -$53.7K | 0.03% | 489 |
|
|
2024
Q2 | $969K | Sell |
6,380
-405
| -6% | -$61.5K | 0.03% | 495 |
|
|
2024
Q1 | $1.06M | Buy |
6,785
+3,769
| +125% | +$590K | 0.03% | 488 |
|
|
2023
Q4 | $430K | Sell |
3,016
-1,839
| -38% | -$262K | 0.03% | 506 |
|
|
2023
Q3 | $525K | Buy |
4,855
+416
| +9% | +$44.9K | 0.02% | 695 |
|
|
2023
Q2 | $513K | Sell |
4,439
-1,293
| -23% | -$149K | 0.02% | 725 |
|
|
2023
Q1 | $642K | Buy |
5,732
+2,218
| +63% | +$248K | 0.02% | 706 |
|
|
2022
Q4 | $413K | Hold |
3,514
| – | – | 0.01% | 846 |
|
|
2022
Q3 | $315K | Sell |
3,514
-1,415
| -29% | -$127K | 0.01% | 921 |
|
|
2022
Q2 | $468K | Sell |
4,929
-2,700
| -35% | -$256K | 0.02% | 778 |
|
|
2022
Q1 | $1M | Buy |
7,629
+2,008
| +36% | +$264K | 0.03% | 533 |
|
|
2021
Q4 | $898K | Buy |
5,621
+96
| +2% | +$15.3K | 0.03% | 591 |
|
|
2021
Q3 | $718K | Buy |
5,525
+197
| +4% | +$25.6K | 0.02% | 655 |
|
|
2021
Q2 | $695K | Buy |
5,328
+1,106
| +26% | +$144K | 0.02% | 681 |
|
|
2021
Q1 | $480K | Buy |
4,222
+550
| +15% | +$62.5K | 0.02% | 771 |
|
|
2020
Q4 | $313K | Sell |
3,672
-7,427
| -67% | -$633K | 0.01% | 872 |
|
|
2020
Q3 | $718K | Sell |
11,099
-388
| -3% | -$25.1K | 0.03% | 485 |
|
|
2020
Q2 | $786K | Buy |
+11,487
| New | +$786K | 0.03% | 455 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$273K | – | 1067 |
|
|
2019
Q4 | $273K | Buy |
1,830
+437
| +31% | +$65.2K | 0.01% | 831 |
|
|
2019
Q3 | $217K | Buy |
+1,393
| New | +$217K | 0.01% | 881 |
|
|
2018
Q1 | – | Sell |
-3,294
| Closed | -$566K | – | 902 |
|
|
2017
Q4 | $566K | Sell |
3,294
-196
| -6% | -$33.7K | 0.04% | 401 |
|
|
2017
Q3 | $562K | Sell |
3,490
-342
| -9% | -$55.1K | 0.05% | 387 |
|
|
2017
Q2 | $620K | Buy |
3,832
+40
| +1% | +$6.47K | 0.06% | 350 |
|
|
2017
Q1 | $652K | Buy |
3,792
+1,149
| +43% | +$198K | 0.06% | 326 |
|
|
2016
Q4 | $470K | Buy |
2,643
+1,222
| +86% | +$217K | 0.05% | 363 |
|
|
2016
Q3 | $294K | Buy |
1,421
+246
| +21% | +$50.9K | 0.03% | 519 |
|
|
2016
Q2 | $255K | Buy |
+1,175
| New | +$255K | 0.03% | 534 |
|