Simon Quick 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 | $510K | Buy |
3,174
+582
| +22% | +$93.6K | 0.02% | 431 |
|
|
2025
Q1 | $431K | Buy |
2,592
+504
| +24% | +$83.7K | 0.02% | 331 |
|
|
2024
Q4 | $360K | Buy |
2,088
+570
| +38% | +$98.2K | 0.02% | 324 |
|
|
2024
Q3 | $257K | Buy |
1,518
+180
| +13% | +$30.4K | 0.02% | 354 |
|
|
2024
Q2 | $203K | Buy |
+1,338
| New | +$203K | 0.01% | 362 |
|
|
2022
Q2 | – | Sell |
-109
| Closed | -$14K | – | 367 |
|
|
2022
Q1 | $14K | Buy |
109
+5
| +5% | +$642 | ﹤0.01% | 290 |
|
|
2021
Q4 | $17K | Sell |
104
-126
| -55% | -$20.6K | ﹤0.01% | 298 |
|
|
2021
Q3 | $29K | Buy |
230
+129
| +128% | +$16.3K | 0.01% | 293 |
|
|
2021
Q2 | $13K | Buy |
101
+1
| +1% | +$129 | ﹤0.01% | 364 |
|
|
2021
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 383 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$3K | – | 687 |
|
|
2019
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 562 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | -$2K | – | 336 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 330 |
|
|
2017
Q4 | – | Sell |
-1,338
| Closed | -$215K | – | 574 |
|
|
2017
Q3 | $215K | Buy |
+1,338
| New | +$215K | 0.08% | 123 |
|
|
2017
Q2 | – | Sell |
-1,348
| Closed | -$232K | – | 366 |
|
|
2017
Q1 | $232K | Buy |
+1,348
| New | +$232K | 0.14% | 76 |
|