Strategic Advisors’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 | – | Sell |
-1,215
| Closed | -$202K | – | 197 |
|
|
2025
Q1 | $202K | Sell |
1,215
-7
| -0.6% | -$1.16K | 0.04% | 179 |
|
|
2024
Q4 | $211K | Sell |
1,222
-146
| -11% | -$25.2K | 0.04% | 184 |
|
|
2024
Q3 | $231K | Sell |
1,368
-1,744
| -56% | -$295K | 0.04% | 188 |
|
|
2024
Q2 | $472K | Sell |
3,112
-3,756
| -55% | -$570K | 0.09% | 141 |
|
|
2024
Q1 | $1.07M | Buy |
6,868
+68
| +1% | +$10.6K | 0.21% | 93 |
|
|
2023
Q4 | $970K | Hold |
6,800
| – | – | 0.18% | 99 |
|
|
2023
Q3 | $735K | Hold |
6,800
| – | – | 0.14% | 120 |
|
|
2023
Q2 | $785K | Buy |
6,800
+300
| +5% | +$34.6K | 0.15% | 121 |
|
|
2023
Q1 | $728K | Buy |
6,500
+1,800
| +38% | +$202K | 0.15% | 116 |
|
|
2022
Q4 | $552K | Buy |
+4,700
| New | +$552K | 0.12% | 122 |
|