Soltis Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
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|
2025
Q1 | $3.72M | Sell |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $3.88M | Buy |
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|
2024
Q2 | $3.44M | Sell |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $5.95M | Sell |
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|
2023
Q3 | $6.5M | Buy |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $5.97M | Buy |
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|
2022
Q4 | $5.47M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.02M | Sell |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $1.49M | Buy |
|