Stephens Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $475K | Sell |
2,545
-163
| -6% | -$31.1K | 0.01% | 869 |
|
|
2025
Q4 | $501K | Sell |
2,708
-161
| -6% | -$29.2K | 0.01% | 843 |
|
|
2025
Q3 | $538K | Sell |
2,869
-134
| -4% | -$23.1K | 0.01% | 822 |
|
|
2025
Q2 | $483K | Hold |
3,003
| – | – | 0.01% | 851 |
|
|
2025
Q1 | $499K | Sell |
3,003
-178
| -6% | -$31.1K | 0.01% | 815 |
|
|
2024
Q4 | $548K | Sell |
3,181
-172
| -5% | -$30.2K | 0.01% | 799 |
|
|
2024
Q3 | $567K | Buy |
3,353
+27
| +0.8% | +$4.28K | 0.01% | 789 |
|
|
2024
Q2 | $505K | Sell |
3,326
-113
| -3% | -$16.6K | 0.01% | 792 |
|
|
2024
Q1 | $538K | Sell |
3,439
-1,138
| -25% | -$167K | 0.01% | 783 |
|
|
2023
Q4 | $653K | Buy |
4,577
+143
| +3% | +$17.3K | 0.01% | 657 |
|
|
2023
Q3 | $479K | Sell |
4,434
-245
| -5% | -$28.7K | 0.01% | 742 |
|
|
2023
Q2 | $540K | Buy |
4,679
+321
| +7% | +$35K | 0.01% | 710 |
|
|
2023
Q1 | $488K | Sell |
4,358
-77
| -2% | -$9.2K | 0.01% | 724 |
|
|
2022
Q4 | $521K | Sell |
4,435
-129
| -3% | -$14.3K | 0.01% | 687 |
|
|
2022
Q3 | $410K | Sell |
4,564
-1,153
| -20% | -$118K | 0.01% | 775 |
|
|
2022
Q2 | $543K | Sell |
5,717
-1,027
| -15% | -$118K | 0.01% | 706 |
|
|
2022
Q1 | $887K | Sell |
6,744
-522
| -7% | -$74.4K | 0.01% | 623 |
|
|
2021
Q4 | $1.16M | Buy |
7,266
+132
| +2% | +$20.1K | 0.02% | 586 |
|
|
2021
Q3 | $927K | Sell |
7,134
-884
| -11% | -$115K | 0.01% | 674 |
|
|
2021
Q2 | $1.05M | Sell |
8,018
-565
| -7% | -$70.2K | 0.02% | 645 |
|
|
2021
Q1 | $976K | Sell |
8,583
-7,334
| -46% | -$765K | 0.02% | 630 |
|
|
2020
Q4 | $1.36M | Buy |
+15,917
| New | +$1.22M | 0.02% | 519 |
|
|
2020
Q1 | – | Sell |
-20,643
| Closed | -$3.08M | – | 1198 |
|
|
2019
Q4 | $3.08M | Buy |
20,643
+1,303
| +7% | +$195K | 0.06% | 314 |
|
|
2019
Q3 | $3.01M | Sell |
19,340
-7,796
| -29% | -$1.21M | 0.07% | 310 |
|
|
2019
Q2 | $4.33M | Buy |
27,136
+206
| +0.8% | +$35.5K | 0.1% | 237 |
|
|
2019
Q1 | $4.91M | Sell |
26,930
-715
| -3% | -$127K | 0.12% | 208 |
|
|
2018
Q4 | $4.64M | Buy |
27,645
+2,108
| +8% | +$377K | 0.13% | 179 |
|
|
2018
Q3 | $4.51M | Buy |
25,537
+492
| +2% | +$87K | 0.11% | 222 |
|
|
2018
Q2 | $4.26M | Sell |
25,045
-6,231
| -20% | -$991K | 0.13% | 194 |
|
|
2018
Q1 | $4.83M | Sell |
31,276
-8,012
| -20% | -$1.27M | 0.18% | 147 |
|
|
2017
Q4 | $6.75M | Buy |
39,288
+162
| +0.4% | +$26.3K | 0.25% | 100 |
|
|
2017
Q3 | $6.3M | Buy |
39,126
+882
| +2% | +$141K | 0.23% | 102 |
|
|
2017
Q2 | $6.19M | Sell |
38,244
-7,663
| -17% | -$1.25M | 0.21% | 109 |
|
|
2017
Q1 | $7.9M | Buy |
45,907
+2,579
| +6% | +$461K | 0.29% | 69 |
|
|
2016
Q4 | $7.7M | Buy |
43,328
+256
| +0.6% | +$47.5K | 0.31% | 58 |
|
|
2016
Q3 | $8.92M | Sell |
43,072
-1,245
| -3% | -$270K | 0.39% | 50 |
|
|
2016
Q2 | $9.61M | Buy |
44,317
+2,709
| +7% | +$553K | 0.43% | 47 |
|
|
2016
Q1 | $8.64M | Buy |
41,608
+5,107
| +14% | +$981K | 0.42% | 43 |
|
|
2015
Q4 | $7.1M | Buy |
36,501
+3,000
| +9% | +$581K | 0.36% | 63 |
|
|
2015
Q3 | $6.16M | Buy |
33,501
+109
| +0.3% | +$20K | 0.32% | 64 |
|
|
2015
Q2 | $5.78M | Buy |
33,392
+1,684
| +5% | +$309K | 0.26% | 80 |
|
|
2015
Q1 | $6.2M | Sell |
31,708
-767
| -2% | -$149K | 0.28% | 72 |
|
|
2014
Q4 | $5.91M | Buy |
32,475
+2,200
| +7% | +$390K | 0.28% | 73 |
|
|
2014
Q3 | $4.98M | Buy |
30,275
+1,982
| +7% | +$334K | 0.25% | 82 |
|
|
2014
Q2 | $4.7M | Buy |
28,293
+787
| +3% | +$128K | 0.24% | 93 |
|
|
2014
Q1 | $4.24M | Buy |
27,506
+2,565
| +10% | +$382K | 0.23% | 97 |
|
|
2013
Q4 | $3.57M | Sell |
24,941
-7,154
| -22% | -$1.03M | 0.18% | 116 |
|
|
2013
Q3 | $4.48M | Sell |
32,095
-424
| -1% | -$61.6K | 0.24% | 74 |
|
|
2013
Q2 | $4.83M | Buy |
+32,519
| New | +$5.22M | 0.27% | 67 |
|
Other funds holding SPG
VPM
VCM
