United Advisor Group’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 | $509K | Buy |
3,168
+32
| +1% | +$5.14K | 0.09% | 217 |
|
|
2025
Q1 | $521K | Buy |
3,136
+48
| +2% | +$7.97K | 0.11% | 183 |
|
|
2024
Q4 | $532K | Sell |
3,088
-17
| -0.5% | -$2.93K | 0.11% | 188 |
|
|
2024
Q3 | $525K | Buy |
3,105
+35
| +1% | +$5.92K | 0.12% | 184 |
|
|
2024
Q2 | $466K | Buy |
3,070
+967
| +46% | +$147K | 0.14% | 136 |
|
|
2024
Q1 | $329K | Sell |
2,103
-2,347
| -53% | -$367K | 0.12% | 150 |
|
|
2023
Q4 | $636K | Buy |
+4,450
| New | +$636K | 0.76% | 23 |
|