Stamos Capital Partners’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 | $2.62M | Buy |
16,292
+6,578
| +68% | +$1.06M | 0.47% | 65 |
|
|
2025
Q1 | $1.61M | Sell |
9,714
-2,066
| -18% | -$343K | 0.42% | 74 |
|
|
2024
Q4 | $2.03M | Buy |
11,780
+5,820
| +98% | +$1M | 0.48% | 60 |
|
|
2024
Q3 | $1.01M | Sell |
5,960
-4,120
| -41% | -$696K | 0.24% | 97 |
|
|
2024
Q2 | $1.53M | Buy |
10,080
+360
| +4% | +$54.6K | 0.32% | 78 |
|
|
2024
Q1 | $1.52M | Sell |
9,720
-750
| -7% | -$117K | 0.35% | 64 |
|
|
2023
Q4 | $1.49M | Sell |
10,470
-19,380
| -65% | -$2.76M | 0.41% | 61 |
|
|
2023
Q3 | $3.22M | Buy |
29,850
+8,330
| +39% | +$900K | 0.72% | 40 |
|
|
2023
Q2 | $2.49M | Buy |
21,520
+17,250
| +404% | +$1.99M | 0.58% | 56 |
|
|
2023
Q1 | $478K | Hold |
4,270
| – | – | 0.12% | 91 |
|
|
2022
Q4 | $502K | Sell |
4,270
-7,020
| -62% | -$825K | 0.16% | 107 |
|
|
2022
Q3 | $1.01M | Sell |
11,290
-1,970
| -15% | -$177K | 0.26% | 78 |
|
|
2022
Q2 | $1.26M | Buy |
13,260
+1,930
| +17% | +$183K | 0.38% | 52 |
|
|
2022
Q1 | $1.49M | Buy |
11,330
+5,030
| +80% | +$662K | 0.5% | 42 |
|
|
2021
Q4 | $1.01M | Buy |
+6,300
| New | +$1.01M | 0.47% | 47 |
|
|
2021
Q1 | – | Sell |
-35,000
| Closed | -$2.99M | – | 52 |
|
|
2020
Q4 | $2.99M | Sell |
35,000
-7,000
| -17% | -$597K | 1.27% | 26 |
|
|
2020
Q3 | $2.72M | Buy |
+42,000
| New | +$2.72M | 1.01% | 25 |
|
|
2020
Q2 | – | Sell |
-4,322
| Closed | -$237K | – | 81 |
|
|
2020
Q1 | $237K | Buy |
+4,322
| New | +$237K | 0.12% | 80 |
|