Stratos Wealth Advisors’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 | $388K | Sell |
2,077
-138
| -6% | -$26.3K | 0.02% | 436 |
|
|
2025
Q4 | $410K | Hold |
2,215
| – | – | 0.02% | 477 |
|
|
2025
Q3 | $416K | Buy |
2,215
+129
| +6% | +$22.3K | 0.02% | 487 |
|
|
2025
Q2 | $335K | Buy |
2,086
+1
| +0% | +$158 | 0.02% | 521 |
|
|
2025
Q1 | $346K | Sell |
2,085
-23
| -1% | -$4.02K | 0.02% | 518 |
|
|
2024
Q4 | $363K | Sell |
2,108
-443
| -17% | -$77.7K | 0.02% | 547 |
|
|
2024
Q3 | $431K | Buy |
2,551
+27
| +1% | +$4.28K | 0.02% | 527 |
|
|
2024
Q2 | $383K | Buy |
2,524
+17
| +0.7% | +$2.5K | 0.02% | 525 |
|
|
2024
Q1 | $392K | Sell |
2,507
-14
| -0.6% | -$2.05K | 0.02% | 504 |
|
|
2023
Q4 | $360K | Buy |
2,521
+8
| +0.3% | +$967 | 0.02% | 520 |
|
|
2023
Q3 | $272K | Buy |
2,513
+82
| +3% | +$9.6K | 0.02% | 554 |
|
|
2023
Q2 | $281K | Buy |
2,431
+15
| +0.6% | +$1.63K | 0.02% | 521 |
|
|
2023
Q1 | $271K | Buy |
2,416
+13
| +0.5% | +$1.55K | 0.02% | 515 |
|
|
2022
Q4 | $282K | Buy |
2,403
+26
| +1% | +$2.89K | 0.02% | 484 |
|
|
2022
Q3 | $213K | Sell |
2,377
-168
| -7% | -$17.2K | 0.02% | 471 |
|
|
2022
Q2 | $242K | Buy |
2,545
+60
| +2% | +$6.88K | 0.02% | 457 |
|
|
2022
Q1 | $327K | Sell |
2,485
-94
| -4% | -$13.4K | 0.03% | 441 |
|
|
2021
Q4 | $412K | Buy |
2,579
+236
| +10% | +$36K | 0.03% | 419 |
|
|
2021
Q3 | $305K | Buy |
2,343
+3
| +0.1% | +$390 | 0.03% | 424 |
|
|
2021
Q2 | $305K | Sell |
2,340
-279
| -11% | -$34.7K | 0.03% | 437 |
|
|
2021
Q1 | $298K | Sell |
2,619
-98
| -4% | -$10.2K | 0.03% | 394 |
|
|
2020
Q4 | $232K | Buy |
+2,717
| New | +$207K | 0.03% | 361 |
|
Other funds holding SPG
VPM
VCM
