TD Private Client Wealth’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
2,887
+992
| +52% | +$159K | 0.01% | 479 |
|
|
2025
Q1 | $315K | Buy |
1,895
+300
| +19% | +$49.8K | 0.01% | 521 |
|
|
2024
Q4 | $275K | Buy |
1,595
+160
| +11% | +$27.6K | 0.01% | 542 |
|
|
2024
Q3 | $243K | Buy |
1,435
+35
| +3% | +$5.92K | 0.01% | 570 |
|
|
2024
Q2 | $213K | Hold |
1,400
| – | – | 0.01% | 559 |
|
|
2024
Q1 | $219K | Sell |
1,400
-289
| -17% | -$45.2K | 0.01% | 569 |
|
|
2023
Q4 | $241K | Sell |
1,689
-2,184
| -56% | -$312K | 0.01% | 536 |
|
|
2023
Q3 | $418K | Sell |
3,873
-4,071
| -51% | -$440K | 0.02% | 441 |
|
|
2023
Q2 | $917K | Sell |
7,944
-791
| -9% | -$91.3K | 0.04% | 351 |
|
|
2023
Q1 | $978K | Sell |
8,735
-423
| -5% | -$47.4K | 0.04% | 331 |
|
|
2022
Q4 | $1.08M | Buy |
9,158
+5,920
| +183% | +$695K | 0.05% | 312 |
|
|
2022
Q3 | $291K | Buy |
3,238
+662
| +26% | +$59.4K | 0.01% | 477 |
|
|
2022
Q2 | $245K | Sell |
2,576
-18
| -0.7% | -$1.71K | 0.01% | 504 |
|
|
2022
Q1 | $341K | Sell |
2,594
-60
| -2% | -$7.89K | 0.01% | 475 |
|
|
2021
Q4 | $424K | Sell |
2,654
-127
| -5% | -$20.3K | 0.02% | 444 |
|
|
2021
Q3 | $361K | Buy |
2,781
+33
| +1% | +$4.29K | 0.02% | 444 |
|
|
2021
Q2 | $359K | Buy |
2,748
+223
| +9% | +$29.1K | 0.02% | 448 |
|
|
2021
Q1 | $287K | Sell |
2,525
-443
| -15% | -$50.4K | 0.01% | 458 |
|
|
2020
Q4 | $253K | Sell |
2,968
-120
| -4% | -$10.2K | 0.01% | 457 |
|
|
2020
Q3 | $200K | Sell |
3,088
-9
| -0.3% | -$582 | 0.01% | 459 |
|
|
2020
Q2 | $212K | Buy |
3,097
+671
| +28% | +$45.9K | 0.01% | 448 |
|
|
2020
Q1 | $133K | Sell |
2,426
-2,280
| -48% | -$125K | 0.01% | 462 |
|
|
2019
Q4 | $701K | Buy |
+4,706
| New | +$701K | 0.04% | 308 |
|