STALEY CAPITAL ADVISERS’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 | $8.2M | Buy |
50,980
+3,090
| +6% | +$497K | 0.35% | 51 |
|
|
2025
Q1 | $7.95M | Sell |
47,890
-4,895
| -9% | -$813K | 0.36% | 47 |
|
|
2024
Q4 | $9.09M | Hold |
52,785
| – | – | 0.4% | 42 |
|
|
2024
Q3 | $8.92M | Sell |
52,785
-4,060
| -7% | -$686K | 0.4% | 46 |
|
|
2024
Q2 | $8.63M | Sell |
56,845
-2,956
| -5% | -$449K | 0.4% | 45 |
|
|
2024
Q1 | $9.36M | Sell |
59,801
-5,940
| -9% | -$930K | 0.44% | 46 |
|
|
2023
Q4 | $9.38M | Buy |
65,741
+137
| +0.2% | +$19.5K | 0.47% | 46 |
|
|
2023
Q3 | $7.09M | Buy |
65,604
+2,240
| +4% | +$242K | 0.39% | 49 |
|
|
2023
Q2 | $7.32M | Buy |
63,364
+2,621
| +4% | +$303K | 0.39% | 48 |
|
|
2023
Q1 | $6.8M | Buy |
60,743
+3,530
| +6% | +$395K | 0.38% | 49 |
|
|
2022
Q4 | $6.72M | Buy |
57,213
+860
| +2% | +$101K | 0.4% | 49 |
|
|
2022
Q3 | $5.06M | Buy |
56,353
+12,653
| +29% | +$1.14M | 0.32% | 53 |
|
|
2022
Q2 | $4.15M | Buy |
43,700
+4,100
| +10% | +$389K | 0.25% | 56 |
|
|
2022
Q1 | $5.21M | Buy |
39,600
+760
| +2% | +$100K | 0.26% | 57 |
|
|
2021
Q4 | $6.21M | Sell |
38,840
-770
| -2% | -$123K | 0.3% | 55 |
|
|
2021
Q3 | $5.15M | Sell |
39,610
-400
| -1% | -$52K | 0.28% | 58 |
|
|
2021
Q2 | $5.22M | Buy |
40,010
+5,920
| +17% | +$773K | 0.27% | 54 |
|
|
2021
Q1 | $3.88M | Buy |
34,090
+29,090
| +582% | +$3.31M | 0.22% | 61 |
|
|
2020
Q4 | $426K | Buy |
+5,000
| New | +$426K | 0.03% | 130 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$298K | – | 171 |
|
|
2019
Q4 | $298K | Hold |
2,000
| – | – | 0.02% | 144 |
|
|
2019
Q3 | $311K | Buy |
+2,000
| New | +$311K | 0.02% | 134 |
|