Stelac Advisory 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 | $144K | Sell |
893
-5
| -0.6% | -$804 | 0.05% | 91 |
|
|
2025
Q1 | $149K | Buy |
898
+17
| +2% | +$2.82K | 0.06% | 85 |
|
|
2024
Q4 | $152K | Hold |
881
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $149K | Hold |
881
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $134K | Hold |
881
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $138K | Hold |
881
| – | – | 0.06% | 88 |
|
|
2023
Q4 | $126K | Buy |
+881
| New | +$126K | 0.07% | 79 |
|
|
2023
Q3 | – | Sell |
-881
| Closed | -$102K | – | 152 |
|
|
2023
Q2 | $102K | Sell |
881
-327
| -27% | -$37.8K | 0.05% | 153 |
|
|
2023
Q1 | $135K | Hold |
1,208
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $142K | Hold |
1,208
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $108K | Hold |
1,208
| – | – | 0.05% | 153 |
|
|
2022
Q2 | $115K | Hold |
1,208
| – | – | 0.05% | 158 |
|
|
2022
Q1 | $159K | Hold |
1,208
| – | – | 0.06% | 133 |
|
|
2021
Q4 | $193K | Sell |
1,208
-4,340
| -78% | -$693K | 0.05% | 146 |
|
|
2021
Q3 | $721K | Sell |
5,548
-3,897
| -41% | -$506K | 0.19% | 79 |
|
|
2021
Q2 | $1.23M | Sell |
9,445
-368
| -4% | -$48K | 0.28% | 62 |
|
|
2021
Q1 | $1.12M | Sell |
9,813
-944
| -9% | -$107K | 0.41% | 53 |
|
|
2020
Q4 | $917K | Buy |
10,757
+519
| +5% | +$44.2K | 0.24% | 71 |
|
|
2020
Q3 | $662K | Buy |
10,238
+4,590
| +81% | +$297K | 0.23% | 69 |
|
|
2020
Q2 | $386K | Buy |
+5,648
| New | +$386K | 0.15% | 74 |
|
|
2017
Q4 | – | Sell |
-1,385
| Closed | -$223K | – | 81 |
|
|
2017
Q3 | $223K | Buy |
+1,385
| New | +$223K | 0.07% | 60 |
|