Transamerica Financial Advisors’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 | $239 | Hold |
2
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $1K | Sell |
2
-381
| -99% | -$191K | ﹤0.01% | 541 |
|
|
2024
Q2 | $59K | Hold |
383
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $60K | Sell |
383
-1,465
| -79% | -$230K | 0.01% | 295 |
|
|
2023
Q4 | $264K | Sell |
1,848
-483
| -21% | -$69K | 0.04% | 225 |
|
|
2023
Q3 | $252K | Sell |
2,331
-273
| -10% | -$29.5K | 0.03% | 206 |
|
|
2023
Q2 | $301K | Buy |
2,604
+6
| +0.2% | +$694 | 0.04% | 206 |
|
|
2023
Q1 | $291K | Buy |
2,598
+283
| +12% | +$31.7K | 0.04% | 213 |
|
|
2022
Q4 | $272K | Sell |
2,315
-23
| -1% | -$2.7K | 0.04% | 206 |
|
|
2022
Q3 | $210K | Sell |
2,338
-26
| -1% | -$2.34K | 0.03% | 219 |
|
|
2022
Q2 | $225K | Buy |
+2,364
| New | +$225K | 0.03% | 219 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 437 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 473 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$1K | – | 461 |
|
|
2019
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 519 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | -$1K | – | 402 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 479 |
|
|
2018
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $1K | Sell |
2
-13
| -87% | -$6.5K | ﹤0.01% | 459 |
|
|
2018
Q1 | $3K | Sell |
15
-7
| -32% | -$1.4K | ﹤0.01% | 311 |
|
|
2017
Q4 | $4K | Sell |
22
-27
| -55% | -$4.91K | ﹤0.01% | 290 |
|
|
2017
Q3 | $8K | Sell |
49
-5
| -9% | -$816 | ﹤0.01% | 276 |
|
|
2017
Q2 | $9K | Sell |
54
-14,322
| -100% | -$2.39M | ﹤0.01% | 257 |
|
|
2017
Q1 | $2.47M | Sell |
14,376
-56
| -0.4% | -$9.63K | 0.3% | 96 |
|
|
2016
Q4 | $2.57M | Buy |
14,432
+759
| +6% | +$135K | 0.31% | 94 |
|
|
2016
Q3 | $2.83M | Buy |
13,673
+1,216
| +10% | +$252K | 0.31% | 94 |
|
|
2016
Q2 | $2.7M | Buy |
12,457
+39
| +0.3% | +$8.46K | 0.27% | 96 |
|
|
2016
Q1 | $2.58M | Buy |
12,418
+4,932
| +66% | +$1.02M | 0.22% | 102 |
|
|
2015
Q4 | $1.46M | Buy |
7,486
+420
| +6% | +$81.7K | 0.11% | 143 |
|
|
2015
Q3 | $1.3M | Buy |
7,066
+137
| +2% | +$25.2K | 0.1% | 133 |
|
|
2015
Q2 | $1.2M | Buy |
6,929
+196
| +3% | +$33.9K | 0.09% | 161 |
|
|
2015
Q1 | $1.32M | Sell |
6,733
-3,916
| -37% | -$767K | 0.09% | 151 |
|
|
2014
Q4 | $1.94M | Buy |
10,649
+1,090
| +11% | +$199K | 0.15% | 92 |
|
|
2014
Q3 | $1.57M | Buy |
9,559
+24
| +0.3% | +$3.95K | 0.14% | 93 |
|
|
2014
Q2 | $1.59M | Buy |
+9,535
| New | +$1.59M | 0.14% | 102 |
|