USA Financial Formulas’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 |
-4,317
| Closed | -$717K | – | 341 |
|
|
2025
Q1 | $717K | Buy |
+4,317
| New | +$717K | 0.12% | 73 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$972 | – | 522 |
|
|
2023
Q3 | $972 | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $1.01K | Buy |
+9
| New | +$1.01K | ﹤0.01% | 297 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $1K | Sell |
9
-8,648
| -100% | -$961K | ﹤0.01% | 332 |
|
|
2021
Q4 | $1.38M | Sell |
8,657
-34
| -0.4% | -$5.43K | 1.19% | 47 |
|
|
2021
Q3 | $1.13M | Buy |
8,691
+1,688
| +24% | +$219K | 1.01% | 23 |
|
|
2021
Q2 | $914K | Buy |
+7,003
| New | +$914K | 0.77% | 67 |
|
|
2019
Q1 | – | Sell |
-1,862
| Closed | -$329K | – | 309 |
|
|
2018
Q4 | $329K | Buy |
+1,862
| New | +$329K | 0.08% | 209 |
|
|
2016
Q4 | – | Sell |
-3,865
| Closed | -$800K | – | 337 |
|
|
2016
Q3 | $800K | Buy |
+3,865
| New | +$800K | 0.21% | 105 |
|
|
2015
Q2 | – | Sell |
-5,292
| Closed | -$1.04M | – | 273 |
|
|
2015
Q1 | $1.04M | Sell |
5,292
-10,588
| -67% | -$2.07M | 0.34% | 71 |
|
|
2014
Q4 | $2.89M | Buy |
+15,880
| New | +$2.89M | 0.99% | 19 |
|