Stifel Financial’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 | $59.8M | Buy |
372,053
+19,949
| +6% | +$3.21M | 0.06% | 315 |
|
|
2025
Q1 | $58.5M | Sell |
352,104
-15,119
| -4% | -$2.51M | 0.06% | 301 |
|
|
2024
Q4 | $63.2M | Sell |
367,223
-1,791
| -0.5% | -$308K | 0.07% | 276 |
|
|
2024
Q3 | $62.4M | Sell |
369,014
-24,985
| -6% | -$4.22M | 0.07% | 283 |
|
|
2024
Q2 | $59.8M | Buy |
393,999
+3,670
| +0.9% | +$557K | 0.07% | 275 |
|
|
2024
Q1 | $61.1M | Buy |
390,329
+5,116
| +1% | +$801K | 0.07% | 267 |
|
|
2023
Q4 | $54.9M | Sell |
385,213
-2,408
| -0.6% | -$343K | 0.07% | 266 |
|
|
2023
Q3 | $41.9M | Sell |
387,621
-6,551
| -2% | -$708K | 0.06% | 293 |
|
|
2023
Q2 | $45.5M | Buy |
394,172
+22,055
| +6% | +$2.55M | 0.06% | 271 |
|
|
2023
Q1 | $41.7M | Buy |
372,117
+11,359
| +3% | +$1.27M | 0.06% | 290 |
|
|
2022
Q4 | $42.4M | Buy |
360,758
+2,759
| +0.8% | +$324K | 0.06% | 278 |
|
|
2022
Q3 | $32.1M | Sell |
357,999
-119,620
| -25% | -$10.7M | 0.05% | 311 |
|
|
2022
Q2 | $45.3M | Buy |
477,619
+30,161
| +7% | +$2.86M | 0.07% | 259 |
|
|
2022
Q1 | $58.9M | Buy |
447,458
+25,785
| +6% | +$3.39M | 0.08% | 232 |
|
|
2021
Q4 | $67.4M | Buy |
421,673
+8,593
| +2% | +$1.37M | 0.09% | 214 |
|
|
2021
Q3 | $53.7M | Sell |
413,080
-827
| -0.2% | -$107K | 0.08% | 238 |
|
|
2021
Q2 | $54M | Buy |
413,907
+42,069
| +11% | +$5.49M | 0.08% | 238 |
|
|
2021
Q1 | $42.3M | Buy |
371,838
+138,657
| +59% | +$15.8M | 0.07% | 260 |
|
|
2020
Q4 | $19.9M | Sell |
233,181
-122,070
| -34% | -$10.4M | 0.04% | 395 |
|
|
2020
Q3 | $23M | Sell |
355,251
-73,206
| -17% | -$4.74M | 0.05% | 322 |
|
|
2020
Q2 | $29.3M | Sell |
428,457
-487,082
| -53% | -$33.3M | 0.07% | 261 |
|
|
2020
Q1 | $50.1M | Buy |
915,539
+233,832
| +34% | +$12.8M | 0.14% | 168 |
|
|
2019
Q4 | $102M | Sell |
681,707
-2,383
| -0.3% | -$355K | 0.21% | 117 |
|
|
2019
Q3 | $106M | Buy |
684,090
+49,641
| +8% | +$7.73M | 0.27% | 95 |
|
|
2019
Q2 | $101M | Buy |
634,449
+381,338
| +151% | +$61M | 0.26% | 96 |
|
|
2019
Q1 | $46.1M | Buy |
253,111
+4,630
| +2% | +$843K | 0.13% | 185 |
|
|
2018
Q4 | $41.8M | Buy |
248,481
+7,003
| +3% | +$1.18M | 0.14% | 169 |
|
|
2018
Q3 | $42.7M | Buy |
241,478
+10,947
| +5% | +$1.94M | 0.12% | 181 |
|
|
2018
Q2 | $39.2M | Buy |
230,531
+1,201
| +0.5% | +$204K | 0.12% | 180 |
|
|
2018
Q1 | $35.4M | Buy |
229,330
+972
| +0.4% | +$150K | 0.11% | 191 |
|
|
2017
Q4 | $39.2M | Sell |
228,358
-28,218
| -11% | -$4.85M | 0.12% | 181 |
|
|
2017
Q3 | $41.3M | Buy |
256,576
+15,463
| +6% | +$2.49M | 0.14% | 165 |
|
|
2017
Q2 | $39M | Sell |
241,113
-2,309
| -0.9% | -$373K | 0.14% | 160 |
|
|
2017
Q1 | $41.9M | Buy |
243,422
+23,590
| +11% | +$4.06M | 0.16% | 145 |
|
|
2016
Q4 | $39.1M | Sell |
219,832
-19,337
| -8% | -$3.44M | 0.17% | 144 |
|
|
2016
Q3 | $49.5M | Sell |
239,169
-1,135
| -0.5% | -$235K | 0.22% | 108 |
|
|
2016
Q2 | $52.1M | Buy |
240,304
+16,341
| +7% | +$3.54M | 0.24% | 103 |
|
|
2016
Q1 | $46.5M | Buy |
223,963
+55,053
| +33% | +$11.4M | 0.25% | 98 |
|
|
2015
Q4 | $32.8M | Buy |
168,910
+21,004
| +14% | +$4.08M | 0.17% | 141 |
|
|
2015
Q3 | $27.2M | Buy |
147,906
+5,232
| +4% | +$962K | 0.15% | 160 |
|
|
2015
Q2 | $24.7M | Buy |
142,674
+14,263
| +11% | +$2.47M | 0.13% | 184 |
|
|
2015
Q1 | $25.1M | Buy |
128,411
+48,111
| +60% | +$9.41M | 0.14% | 176 |
|
|
2014
Q4 | $14.6M | Buy |
80,300
+45,186
| +129% | +$8.21M | 0.08% | 305 |
|
|
2014
Q3 | $5.77M | Buy |
35,114
+3,821
| +12% | +$628K | 0.05% | 424 |
|
|
2014
Q2 | $5.2M | Sell |
31,293
-1,069
| -3% | -$178K | 0.05% | 446 |
|
|
2014
Q1 | $4.99M | Buy |
+32,362
| New | +$4.99M | 0.05% | 446 |
|