Sowell Financial Services’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 | $1.49M | Buy |
9,296
+10
| +0.1% | +$1.61K | 0.06% | 324 |
|
|
2025
Q1 | $1.54M | Buy |
+9,286
| New | +$1.54M | 0.07% | 288 |
|
|
2023
Q2 | – | Sell |
-4,645
| Closed | -$520K | – | 792 |
|
|
2023
Q1 | $520K | Buy |
+4,645
| New | +$520K | 0.04% | 419 |
|
|
2021
Q2 | – | Sell |
-3,498
| Closed | -$430K | – | 2402 |
|
|
2021
Q1 | $430K | Buy |
3,498
+1,003
| +40% | +$123K | 0.02% | 710 |
|
|
2020
Q4 | $213K | Sell |
2,495
-25
| -1% | -$2.13K | 0.01% | 816 |
|
|
2020
Q3 | $163K | Buy |
2,520
+445
| +21% | +$28.8K | 0.01% | 803 |
|
|
2020
Q2 | $142K | Sell |
2,075
-196
| -9% | -$13.4K | 0.01% | 854 |
|
|
2020
Q1 | $125K | Buy |
2,271
+527
| +30% | +$29K | 0.01% | 780 |
|
|
2019
Q4 | $260K | Buy |
1,744
+60
| +4% | +$8.95K | 0.02% | 632 |
|
|
2019
Q3 | $262K | Buy |
+1,684
| New | +$262K | 0.02% | 571 |
|
|
2019
Q1 | $808K | Sell |
4,434
-251
| -5% | -$45.7K | 0.09% | 238 |
|
|
2018
Q4 | $787K | Buy |
4,685
+56
| +1% | +$9.41K | 0.11% | 198 |
|
|
2018
Q3 | $818K | Buy |
+4,629
| New | +$818K | 0.12% | 133 |
|