Sun Life 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 | $9.51M | Hold |
59,145
| – | – | 0.52% | 21 |
|
|
2025
Q1 | $9.82M | Hold |
59,145
| – | – | 0.62% | 20 |
|
|
2024
Q4 | $10.2M | Hold |
59,145
| – | – | 0.57% | 23 |
|
|
2024
Q3 | $10M | Buy |
+59,145
| New | +$10M | 0.56% | 22 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$22K | – | 426 |
|
|
2021
Q1 | $22K | Sell |
192
-60,774
| -100% | -$6.96M | ﹤0.01% | 256 |
|
|
2020
Q4 | $5.2M | Sell |
60,966
-60,995
| -50% | -$5.2M | 0.68% | 17 |
|
|
2020
Q3 | $7.89M | Sell |
121,961
-6,605
| -5% | -$427K | 1.26% | 12 |
|
|
2020
Q2 | $8.79M | Buy |
128,566
+121,996
| +1,857% | +$8.34M | 1.71% | 9 |
|
|
2020
Q1 | $360K | Buy |
6,570
+1,435
| +28% | +$78.6K | 0.09% | 87 |
|
|
2019
Q4 | $765K | Sell |
5,135
-2,847
| -36% | -$424K | 0.2% | 48 |
|
|
2019
Q3 | $1.24M | Buy |
7,982
+4,452
| +126% | +$693K | 0.32% | 37 |
|
|
2019
Q2 | $564K | Sell |
3,530
-3,919
| -53% | -$626K | 0.14% | 79 |
|
|
2019
Q1 | $1.36M | Sell |
7,449
-1,587
| -18% | -$289K | 0.3% | 51 |
|
|
2018
Q4 | $1.52M | Buy |
9,036
+113
| +1% | +$19K | 0.32% | 46 |
|
|
2018
Q3 | $1.58M | Sell |
8,923
-1,833
| -17% | -$324K | 0.29% | 55 |
|
|
2018
Q2 | $1.83M | Buy |
10,756
+9,026
| +522% | +$1.54M | 0.26% | 48 |
|
|
2018
Q1 | $11.2K | Sell |
1,730
-8,343
| -83% | -$54.1K | 0.1% | 97 |
|
|
2017
Q4 | $1.73M | Buy |
10,073
+5,103
| +103% | +$876K | 0.18% | 50 |
|
|
2017
Q3 | $800K | Buy |
4,970
+2,689
| +118% | +$433K | 0.08% | 92 |
|
|
2017
Q2 | $369K | Buy |
2,281
+2,251
| +7,503% | +$364K | 0.04% | 154 |
|
|
2017
Q1 | $173 | Hold |
30
| – | – | ﹤0.01% | 292 |
|
|
2016
Q4 | $168 | Buy |
+30
| New | +$168 | ﹤0.01% | 250 |
|