Sunbelt Securities’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 | $672K | Sell |
3,603
-5
| -0.1% | -$954 | 0.04% | 340 |
|
|
2025
Q4 | $668K | Buy |
3,608
+9
| +0.3% | +$1.64K | 0.04% | 334 |
|
|
2025
Q3 | $675K | Sell |
3,599
-345
| -9% | -$59.6K | 0.05% | 316 |
|
|
2025
Q2 | $679K | Buy |
3,944
+879
| +29% | +$139K | 0.06% | 277 |
|
|
2025
Q1 | $509K | Sell |
3,065
-879
| -22% | -$154K | 0.05% | 322 |
|
|
2024
Q4 | $674K | Sell |
3,944
-34
| -0.9% | -$5.97K | 0.06% | 283 |
|
|
2024
Q3 | $672K | Buy |
3,978
+300
| +8% | +$47.5K | 0.07% | 285 |
|
|
2024
Q2 | $558K | Buy |
3,678
+500
| +16% | +$73.7K | 0.06% | 309 |
|
|
2024
Q1 | $497K | Hold |
3,178
| – | – | 0.06% | 324 |
|
|
2023
Q4 | $453K | Sell |
3,178
-100
| -3% | -$12.1K | 0.06% | 328 |
|
|
2023
Q3 | $354K | Hold |
3,278
| – | – | 0.05% | 363 |
|
|
2023
Q2 | $379K | Sell |
3,278
-87
| -3% | -$9.48K | 0.05% | 340 |
|
|
2023
Q1 | $362K | Buy |
3,365
+841
| +33% | +$100K | 0.06% | 317 |
|
|
2022
Q4 | $297K | Sell |
2,524
-656
| -21% | -$72.9K | 0.06% | 353 |
|
|
2022
Q3 | $285K | Buy |
3,180
+391
| +14% | +$40K | 0.06% | 341 |
|
|
2022
Q2 | $265K | Buy |
2,789
+427
| +18% | +$48.9K | 0.06% | 358 |
|
|
2022
Q1 | $318K | Buy |
2,362
+670
| +40% | +$95.5K | 0.06% | 344 |
|
|
2021
Q4 | $240K | Sell |
1,692
-224
| -12% | -$34.2K | 0.04% | 410 |
|
|
2021
Q3 | $238K | Hold |
1,916
| – | – | 0.04% | 394 |
|
|
2021
Q2 | $238K | Sell |
1,916
-11
| -0.6% | -$1.37K | 0.04% | 392 |
|
|
2021
Q1 | $219K | Sell |
1,927
-440
| -19% | -$45.9K | 0.04% | 380 |
|
|
2020
Q4 | $202K | Buy |
+2,367
| New | +$181K | 0.04% | 372 |
|
|
2020
Q1 | – | Sell |
-2,107
| Closed | -$314K | – | 614 |
|
|
2019
Q4 | $314K | Sell |
2,107
-392
| -16% | -$58.8K | 0.03% | 431 |
|
|
2019
Q3 | $389K | Buy |
+2,499
| New | +$389K | 0.04% | 355 |
|
Other funds holding SPG
VPM
VCM
