Steward Partners Investment Advisory’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 | $1.68M | Sell |
10,482
-1,709
| -14% | -$275K | 0.01% | 770 |
|
|
2025
Q1 | $2.02M | Sell |
12,191
-251
| -2% | -$41.7K | 0.02% | 658 |
|
|
2024
Q4 | $2.14M | Sell |
12,442
-782
| -6% | -$135K | 0.02% | 615 |
|
|
2024
Q3 | $2.24M | Sell |
13,224
-517
| -4% | -$87.4K | 0.02% | 593 |
|
|
2024
Q2 | $2.09M | Sell |
13,741
-34
| -0.2% | -$5.16K | 0.02% | 569 |
|
|
2024
Q1 | $2.16M | Sell |
13,775
-1,566
| -10% | -$245K | 0.02% | 565 |
|
|
2023
Q4 | $2.19M | Sell |
15,341
-5,870
| -28% | -$837K | 0.03% | 480 |
|
|
2023
Q3 | $2.29M | Buy |
21,211
+254
| +1% | +$27.4K | 0.04% | 440 |
|
|
2023
Q2 | $2.42M | Buy |
20,957
+363
| +2% | +$41.9K | 0.04% | 427 |
|
|
2023
Q1 | $2.31M | Sell |
20,594
-5,177
| -20% | -$580K | 0.04% | 432 |
|
|
2022
Q4 | $3.03M | Sell |
25,771
-1,767
| -6% | -$208K | 0.05% | 351 |
|
|
2022
Q3 | $2.47M | Buy |
27,538
+4,062
| +17% | +$365K | 0.05% | 370 |
|
|
2022
Q2 | $2.23M | Buy |
23,476
+3,580
| +18% | +$340K | 0.04% | 406 |
|
|
2022
Q1 | $2.62M | Buy |
19,896
+483
| +2% | +$63.6K | 0.04% | 399 |
|
|
2021
Q4 | $3.1M | Sell |
19,413
-1,595
| -8% | -$255K | 0.05% | 367 |
|
|
2021
Q3 | $2.73M | Buy |
21,008
+7,326
| +54% | +$952K | 0.05% | 375 |
|
|
2021
Q2 | $1.79M | Buy |
13,682
+721
| +6% | +$94.1K | 0.03% | 473 |
|
|
2021
Q1 | $1.47M | Sell |
12,961
-805
| -6% | -$91.6K | 0.03% | 516 |
|
|
2020
Q4 | $1.17M | Buy |
13,766
+4,093
| +42% | +$349K | 0.03% | 513 |
|
|
2020
Q3 | $626K | Buy |
9,673
+4,040
| +72% | +$261K | 0.02% | 604 |
|
|
2020
Q2 | $385K | Sell |
5,633
-2,322
| -29% | -$159K | 0.01% | 700 |
|
|
2020
Q1 | $436K | Buy |
7,955
+2,981
| +60% | +$163K | 0.02% | 594 |
|
|
2019
Q4 | $741K | Buy |
4,974
+242
| +5% | +$36.1K | 0.02% | 531 |
|
|
2019
Q3 | $736K | Sell |
4,732
-6,210
| -57% | -$966K | 0.02% | 483 |
|
|
2019
Q2 | $1.75M | Buy |
10,942
+4,801
| +78% | +$767K | 0.06% | 284 |
|
|
2019
Q1 | $1.12M | Sell |
6,141
-242
| -4% | -$44.1K | 0.05% | 335 |
|
|
2018
Q4 | $1.07M | Buy |
6,383
+1,048
| +20% | +$176K | 0.05% | 324 |
|
|
2018
Q3 | $943K | Sell |
5,335
-863
| -14% | -$153K | 0.05% | 359 |
|
|
2018
Q2 | $1.06M | Buy |
6,198
+1,611
| +35% | +$274K | 0.06% | 289 |
|
|
2018
Q1 | $708K | Buy |
+4,587
| New | +$708K | 0.05% | 336 |
|