Stratos Wealth 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
$335K Buy
2,086
+1
+0% +$161 0.02% 521
2025
Q1
$346K Sell
2,085
-23
-1% -$3.82K 0.02% 518
2024
Q4
$363K Sell
2,108
-443
-17% -$76.3K 0.02% 547
2024
Q3
$431K Buy
2,551
+27
+1% +$4.56K 0.02% 527
2024
Q2
$383K Buy
2,524
+17
+0.7% +$2.58K 0.02% 525
2024
Q1
$392K Sell
2,507
-14
-0.6% -$2.19K 0.02% 504
2023
Q4
$360K Buy
2,521
+8
+0.3% +$1.14K 0.02% 520
2023
Q3
$272K Buy
2,513
+82
+3% +$8.86K 0.02% 554
2023
Q2
$281K Buy
2,431
+15
+0.6% +$1.73K 0.02% 521
2023
Q1
$271K Buy
2,416
+13
+0.5% +$1.46K 0.02% 515
2022
Q4
$282K Buy
2,403
+26
+1% +$3.06K 0.02% 484
2022
Q3
$213K Sell
2,377
-168
-7% -$15.1K 0.02% 471
2022
Q2
$242K Buy
2,545
+60
+2% +$5.71K 0.02% 457
2022
Q1
$327K Sell
2,485
-94
-4% -$12.4K 0.03% 441
2021
Q4
$412K Buy
2,579
+236
+10% +$37.7K 0.03% 419
2021
Q3
$305K Buy
2,343
+3
+0.1% +$391 0.03% 424
2021
Q2
$305K Sell
2,340
-279
-11% -$36.4K 0.03% 437
2021
Q1
$298K Sell
2,619
-98
-4% -$11.2K 0.03% 394
2020
Q4
$232K Buy
+2,717
New +$232K 0.03% 361