United Capital 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 | $2.04M | Sell |
12,664
-1,378
| -10% | -$222K | 0.02% | 439 |
|
|
2025
Q1 | $2.33M | Buy |
14,042
+642
| +5% | +$107K | 0.02% | 395 |
|
|
2024
Q4 | $2.31M | Sell |
13,400
-1,919
| -13% | -$330K | 0.02% | 391 |
|
|
2024
Q3 | $2.59M | Sell |
15,319
-527
| -3% | -$89.1K | 0.02% | 362 |
|
|
2024
Q2 | $2.41M | Sell |
15,846
-7,873
| -33% | -$1.2M | 0.02% | 369 |
|
|
2024
Q1 | $3.71M | Buy |
23,719
+25
| +0.1% | +$3.91K | 0.03% | 322 |
|
|
2023
Q4 | $3.38M | Sell |
23,694
-24,448
| -51% | -$3.49M | 0.03% | 338 |
|
|
2023
Q3 | $5.2M | Sell |
48,142
-1,198
| -2% | -$129K | 0.03% | 294 |
|
|
2023
Q2 | $5.7M | Sell |
49,340
-583
| -1% | -$67.3K | 0.03% | 295 |
|
|
2023
Q1 | $5.59M | Sell |
49,923
-251
| -0.5% | -$28.1K | 0.03% | 307 |
|
|
2022
Q4 | $5.89M | Buy |
50,174
+925
| +2% | +$109K | 0.03% | 310 |
|
|
2022
Q3 | $4.42M | Buy |
49,249
+11,612
| +31% | +$1.04M | 0.03% | 338 |
|
|
2022
Q2 | $3.57M | Buy |
37,637
+8,928
| +31% | +$847K | 0.02% | 395 |
|
|
2022
Q1 | $3.78M | Sell |
28,709
-195
| -0.7% | -$25.7K | 0.02% | 407 |
|
|
2021
Q4 | $4.62M | Buy |
28,904
+1,612
| +6% | +$258K | 0.02% | 381 |
|
|
2021
Q3 | $3.55M | Buy |
27,292
+603
| +2% | +$78.4K | 0.02% | 425 |
|
|
2021
Q2 | $3.48M | Buy |
26,689
+1,407
| +6% | +$184K | 0.02% | 431 |
|
|
2021
Q1 | $2.88M | Sell |
25,282
-8
| -0% | -$910 | 0.02% | 441 |
|
|
2020
Q4 | $2.16M | Sell |
25,290
-2,702
| -10% | -$230K | 0.01% | 489 |
|
|
2020
Q3 | $1.81M | Sell |
27,992
-445
| -2% | -$28.8K | 0.01% | 526 |
|
|
2020
Q2 | $1.95M | Sell |
28,437
-10,485
| -27% | -$717K | 0.01% | 522 |
|
|
2020
Q1 | $2.14M | Buy |
38,922
+11,340
| +41% | +$622K | 0.02% | 477 |
|
|
2019
Q4 | $4.11M | Sell |
27,582
-158
| -0.6% | -$23.5K | 0.03% | 460 |
|
|
2019
Q3 | $4.32M | Sell |
27,740
-9,290
| -25% | -$1.45M | 0.03% | 440 |
|
|
2019
Q2 | $5.92M | Sell |
37,030
-392
| -1% | -$62.6K | 0.04% | 388 |
|
|
2019
Q1 | $6.82M | Sell |
37,422
-194
| -0.5% | -$35.4K | 0.05% | 349 |
|
|
2018
Q4 | $6.32M | Buy |
37,616
+9,808
| +35% | +$1.65M | 0.05% | 327 |
|
|
2018
Q3 | $4.92M | Buy |
27,808
+7,766
| +39% | +$1.37M | 0.03% | 434 |
|
|
2018
Q2 | $3.41M | Sell |
20,042
-4,167
| -17% | -$709K | 0.03% | 484 |
|
|
2018
Q1 | $3.74M | Buy |
24,209
+1,064
| +5% | +$164K | 0.03% | 459 |
|
|
2017
Q4 | $3.96M | Sell |
23,145
-260
| -1% | -$44.5K | 0.03% | 453 |
|
|
2017
Q3 | $3.77M | Sell |
23,405
-5,359
| -19% | -$863K | 0.03% | 440 |
|
|
2017
Q2 | $4.65M | Buy |
28,764
+3,593
| +14% | +$581K | 0.04% | 393 |
|
|
2017
Q1 | $4.33M | Buy |
25,171
+3,173
| +14% | +$546K | 0.04% | 390 |
|
|
2016
Q4 | $3.91M | Sell |
21,998
-21,089
| -49% | -$3.75M | 0.04% | 419 |
|
|
2016
Q3 | $8.92M | Buy |
43,087
+2,506
| +6% | +$519K | 0.09% | 288 |
|
|
2016
Q2 | $8.81M | Buy |
40,581
+22,811
| +128% | +$4.95M | 0.09% | 267 |
|
|
2016
Q1 | $3.69M | Buy |
17,770
+2,213
| +14% | +$460K | 0.04% | 404 |
|
|
2015
Q4 | $3.03M | Buy |
15,557
+2,487
| +19% | +$484K | 0.03% | 455 |
|
|
2015
Q3 | $2.4M | Buy |
13,070
+2,608
| +25% | +$479K | 0.03% | 493 |
|
|
2015
Q2 | $1.81M | Buy |
10,462
+1,254
| +14% | +$217K | 0.02% | 590 |
|
|
2015
Q1 | $1.67M | Sell |
9,208
-1,595
| -15% | -$289K | 0.02% | 608 |
|
|
2014
Q4 | $1.97M | Buy |
10,803
+1,621
| +18% | +$295K | 0.03% | 477 |
|
|
2014
Q3 | $1.51M | Buy |
+9,182
| New | +$1.51M | 0.03% | 507 |
|
|
2014
Q2 | – | Sell |
-7,063
| Closed | -$1.09M | – | 911 |
|
|
2014
Q1 | $1.09M | Buy |
7,063
+3,153
| +81% | +$487K | 0.02% | 468 |
|
|
2013
Q4 | $560K | Buy |
+3,910
| New | +$560K | 0.02% | 416 |
|
|
2013
Q3 | – | Sell |
-5,345
| Closed | -$794K | – | 740 |
|
|
2013
Q2 | $794K | Buy |
+5,345
| New | +$794K | 0.02% | 441 |
|