United Services Automobile Association’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 | – | Sell |
-7,154
| Closed | -$1.18M | – | 878 |
|
2025
Q1 | $1.18M | Buy |
+7,154
| New | +$1.18M | 0.04% | 244 |
|
2023
Q1 | – | Sell |
-12,317
| Closed | -$1.45M | – | 512 |
|
2022
Q4 | $1.45M | Buy |
12,317
+286
| +2% | +$33.6K | 0.03% | 235 |
|
2022
Q3 | $1.08M | Hold |
12,031
| – | – | 0.03% | 270 |
|
2022
Q2 | $1.14M | Buy |
+12,031
| New | +$1.14M | 0.03% | 260 |
|
2020
Q1 | – | Sell |
-10,510
| Closed | -$1.57M | – | 289 |
|
2019
Q4 | $1.57M | Buy |
+10,510
| New | +$1.57M | 0.02% | 250 |
|
2019
Q3 | – | Sell |
-216,969
| Closed | -$34.7M | – | 1543 |
|
2019
Q2 | $34.7M | Buy |
216,969
+23,859
| +12% | +$3.81M | 0.09% | 268 |
|
2019
Q1 | $35.2M | Buy |
193,110
+26,404
| +16% | +$4.81M | 0.09% | 262 |
|
2018
Q4 | $28M | Buy |
166,706
+11,416
| +7% | +$1.92M | 0.08% | 278 |
|
2018
Q3 | $27.4M | Buy |
155,290
+39,921
| +35% | +$7.06M | 0.07% | 298 |
|
2018
Q2 | $19.6M | Sell |
115,369
-198
| -0.2% | -$33.7K | 0.05% | 351 |
|
2018
Q1 | $17.8M | Buy |
115,567
+296
| +0.3% | +$45.7K | 0.05% | 377 |
|
2017
Q4 | $19.8M | Buy |
115,271
+241
| +0.2% | +$41.4K | 0.05% | 353 |
|
2017
Q3 | $18.5M | Sell |
115,030
-12,487
| -10% | -$2.01M | 0.05% | 354 |
|
2017
Q2 | $20.6M | Sell |
127,517
-3,394
| -3% | -$549K | 0.06% | 325 |
|
2017
Q1 | $22.5M | Buy |
130,911
+617
| +0.5% | +$106K | 0.07% | 304 |
|
2016
Q4 | $23.1M | Buy |
130,294
+111
| +0.1% | +$19.7K | 0.08% | 285 |
|
2016
Q3 | $26.9M | Buy |
130,183
+7,322
| +6% | +$1.52M | 0.09% | 256 |
|
2016
Q2 | $26.6M | Buy |
122,861
+27,335
| +29% | +$5.93M | 0.1% | 250 |
|
2016
Q1 | $19.8M | Sell |
95,526
-10,208
| -10% | -$2.12M | 0.07% | 306 |
|
2015
Q4 | $20.6M | Buy |
105,734
+3,121
| +3% | +$607K | 0.07% | 291 |
|
2015
Q3 | $18.9M | Buy |
102,613
+6,334
| +7% | +$1.16M | 0.07% | 292 |
|
2015
Q2 | $16.7M | Sell |
96,279
-5,336
| -5% | -$923K | 0.06% | 350 |
|
2015
Q1 | $19.9M | Buy |
101,615
+9,969
| +11% | +$1.95M | 0.07% | 306 |
|
2014
Q4 | $16.7M | Buy |
91,646
+475
| +0.5% | +$86.5K | 0.06% | 342 |
|
2014
Q3 | $15M | Hold |
91,171
| – | – | 0.05% | 357 |
|
2014
Q2 | $15.2M | Sell |
91,171
-8,922
| -9% | -$1.48M | 0.06% | 359 |
|
2014
Q1 | $15.4M | Buy |
100,093
+6,585
| +7% | +$1.02M | 0.06% | 338 |
|
2013
Q4 | $13.4M | Sell |
93,508
-444
| -0.5% | -$63.6K | 0.05% | 359 |
|
2013
Q3 | $13.1M | Sell |
93,952
-755
| -0.8% | -$105K | 0.06% | 338 |
|
2013
Q2 | $14.1M | Buy |
+94,707
| New | +$14.1M | 0.07% | 310 |
|