U.S. Capital Wealth 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 | $210K | Sell |
1,306
-5
| -0.4% | -$804 | 0.01% | 823 |
|
|
2025
Q1 | $218K | Sell |
1,311
-223
| -15% | -$37K | 0.01% | 783 |
|
|
2024
Q4 | $264K | Buy |
1,534
+87
| +6% | +$15K | 0.01% | 714 |
|
|
2024
Q3 | $245K | Buy |
1,447
+122
| +9% | +$20.6K | 0.01% | 632 |
|
|
2024
Q2 | $201K | Buy |
1,325
+7
| +0.5% | +$1.06K | 0.01% | 640 |
|
|
2024
Q1 | $206K | Buy |
+1,318
| New | +$206K | 0.01% | 640 |
|
|
2023
Q1 | – | Sell |
-1,667
| Closed | -$196K | – | 1399 |
|
|
2022
Q4 | $196K | Sell |
1,667
-14,087
| -89% | -$1.66M | 0.01% | 609 |
|
|
2022
Q3 | $1.41M | Buy |
15,754
+144
| +0.9% | +$12.9K | 0.07% | 264 |
|
|
2022
Q2 | $1.48M | Sell |
15,610
-3,008
| -16% | -$286K | 0.07% | 277 |
|
|
2022
Q1 | $2.45M | Buy |
18,618
+408
| +2% | +$53.7K | 0.09% | 210 |
|
|
2021
Q4 | $2.91M | Sell |
18,210
-27,328
| -60% | -$4.37M | 0.12% | 193 |
|
|
2021
Q3 | $5.63M | Buy |
+45,538
| New | +$5.63M | 0.24% | 101 |
|