Stratos Wealth Partners’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 | $402K | Sell |
2,156
-279
| -11% | -$53.2K | ﹤0.01% | 1161 |
|
|
2025
Q4 | $451K | Buy |
2,435
+10
| +0.4% | +$1.82K | 0.01% | 1089 |
|
|
2025
Q3 | $455K | Buy |
2,425
+525
| +28% | +$90.6K | 0.01% | 1061 |
|
|
2025
Q2 | $306K | Buy |
1,900
+134
| +8% | +$21.2K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $293K | Sell |
1,766
-957
| -35% | -$167K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $469K | Buy |
2,723
+212
| +8% | +$37.2K | 0.01% | 963 |
|
|
2024
Q3 | $424K | Sell |
2,511
-162
| -6% | -$25.6K | 0.01% | 992 |
|
|
2024
Q2 | $406K | Sell |
2,673
-8,875
| -77% | -$1.31M | 0.01% | 984 |
|
|
2024
Q1 | $1.81M | Buy |
11,548
+8,826
| +324% | +$1.29M | 0.03% | 468 |
|
|
2023
Q4 | $388K | Buy |
2,722
+208
| +8% | +$25.1K | 0.01% | 973 |
|
|
2023
Q3 | $272K | Buy |
2,514
+256
| +11% | +$30K | 0.01% | 1062 |
|
|
2023
Q2 | $261K | Sell |
2,258
-557
| -20% | -$60.7K | 0.01% | 1006 |
|
|
2023
Q1 | $315K | Sell |
2,815
-558
| -17% | -$66.6K | 0.01% | 853 |
|
|
2022
Q4 | $396K | Sell |
3,373
-544
| -14% | -$60.5K | 0.01% | 798 |
|
|
2022
Q3 | $352K | Sell |
3,917
-727
| -16% | -$74.4K | 0.01% | 805 |
|
|
2022
Q2 | $441K | Sell |
4,644
-137
| -3% | -$15.7K | 0.01% | 778 |
|
|
2022
Q1 | $629K | Buy |
4,781
+346
| +8% | +$49.3K | 0.01% | 729 |
|
|
2021
Q4 | $709K | Buy |
4,435
+630
| +17% | +$96.2K | 0.02% | 685 |
|
|
2021
Q3 | $495K | Buy |
3,805
+351
| +10% | +$45.7K | 0.01% | 748 |
|
|
2021
Q2 | $451K | Buy |
3,454
+1,053
| +44% | +$131K | 0.01% | 803 |
|
|
2021
Q1 | $273K | Buy |
+2,401
| New | +$250K | 0.01% | 920 |
|
|
2020
Q1 | – | Sell |
-2,616
| Closed | -$390K | – | 1029 |
|
|
2019
Q4 | $390K | Buy |
2,616
+643
| +33% | +$96.4K | 0.02% | 665 |
|
|
2019
Q3 | $307K | Buy |
+1,973
| New | +$307K | 0.01% | 725 |
|
|
2019
Q2 | – | Sell |
-1,189
| Closed | -$217K | – | 992 |
|
|
2019
Q1 | $217K | Buy |
+1,189
| New | +$211K | 0.01% | 837 |
|
|
2018
Q4 | – | Sell |
-1,080
| Closed | -$191K | – | 2258 |
|
|
2018
Q3 | $191K | Sell |
1,080
-137
| -11% | -$24.2K | 0.01% | 851 |
|
|
2018
Q2 | $207K | Sell |
1,217
-367
| -23% | -$58.4K | 0.01% | 890 |
|
|
2018
Q1 | $244K | Buy |
1,584
+57
| +4% | +$9.07K | 0.01% | 823 |
|
|
2017
Q4 | $262K | Buy |
1,527
+89
| +6% | +$14.5K | 0.01% | 758 |
|
|
2017
Q3 | $232K | Sell |
1,438
-322
| -18% | -$51.4K | 0.01% | 790 |
|
|
2017
Q2 | $285K | Buy |
1,760
+45
| +3% | +$7.33K | 0.01% | 652 |
|
|
2017
Q1 | $295K | Buy |
1,715
+405
| +31% | +$72.4K | 0.02% | 588 |
|
|
2016
Q4 | $233K | Sell |
1,310
-69
| -5% | -$12.8K | 0.01% | 601 |
|
|
2016
Q3 | $285K | Buy |
1,379
+71
| +5% | +$15.4K | 0.02% | 507 |
|
|
2016
Q2 | $284K | Sell |
1,308
-9
| -0.7% | -$1.84K | 0.02% | 466 |
|
|
2016
Q1 | $274K | Sell |
1,317
-38
| -3% | -$7.3K | 0.02% | 433 |
|
|
2015
Q4 | $263K | Buy |
+1,355
| New | +$262K | 0.02% | 453 |
|
|
2015
Q2 | – | Sell |
-1,229
| Closed | -$239K | – | 605 |
|
|
2015
Q1 | $239K | Buy |
+1,229
| New | +$238K | 0.03% | 491 |
|
Other funds holding SPG
VPM
VCM
