Valeo 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 | $1.35M | Sell |
8,416
-598
| -7% | -$96.1K | 0.03% | 226 |
|
|
2025
Q1 | $1.5M | Buy |
9,014
+758
| +9% | +$126K | 0.04% | 193 |
|
|
2024
Q4 | $1.42M | Sell |
8,256
-1,188
| -13% | -$205K | 0.04% | 188 |
|
|
2024
Q3 | $1.6M | Buy |
9,444
+130
| +1% | +$22K | 0.05% | 187 |
|
|
2024
Q2 | $1.41M | Sell |
9,314
-138
| -1% | -$20.9K | 0.04% | 190 |
|
|
2024
Q1 | $1.35M | Buy |
9,452
+683
| +8% | +$97.5K | 0.05% | 191 |
|
|
2023
Q4 | $1.25M | Buy |
8,769
+174
| +2% | +$24.8K | 0.05% | 195 |
|
|
2023
Q3 | $929K | Sell |
8,595
-354
| -4% | -$38.2K | 0.04% | 223 |
|
|
2023
Q2 | $1.03M | Sell |
8,949
-85
| -0.9% | -$9.82K | 0.05% | 202 |
|
|
2023
Q1 | $1.01M | Sell |
9,034
-2,989
| -25% | -$335K | 0.05% | 209 |
|
|
2022
Q4 | $1.41M | Buy |
12,023
+3,400
| +39% | +$399K | 0.08% | 150 |
|
|
2022
Q3 | $774K | Sell |
8,623
-27,154
| -76% | -$2.44M | 0.05% | 198 |
|
|
2022
Q2 | $3.4M | Sell |
35,777
-5,013
| -12% | -$476K | 0.21% | 69 |
|
|
2022
Q1 | $4.38M | Buy |
40,790
+30,277
| +288% | +$3.25M | 0.22% | 66 |
|
|
2021
Q4 | $1.68M | Buy |
10,513
+286
| +3% | +$45.7K | 0.09% | 132 |
|
|
2021
Q3 | $1.33M | Buy |
10,227
+2,600
| +34% | +$338K | 0.08% | 145 |
|
|
2021
Q2 | $994K | Buy |
7,627
+79
| +1% | +$10.3K | 0.06% | 156 |
|
|
2021
Q1 | $859K | Sell |
7,548
-218
| -3% | -$24.8K | 0.04% | 184 |
|
|
2020
Q4 | $662K | Sell |
7,766
-877
| -10% | -$74.8K | 0.03% | 209 |
|
|
2020
Q3 | $559K | Sell |
8,643
-1,751
| -17% | -$113K | 0.05% | 171 |
|
|
2020
Q2 | $711K | Buy |
10,394
+583
| +6% | +$39.9K | 0.06% | 155 |
|
|
2020
Q1 | $664K | Buy |
9,811
+5,941
| +154% | +$402K | 0.07% | 152 |
|
|
2019
Q4 | $577K | Sell |
3,870
-591
| -13% | -$88.1K | 0.06% | 176 |
|
|
2019
Q3 | $694K | Buy |
4,461
+1,386
| +45% | +$216K | 0.08% | 148 |
|
|
2019
Q2 | $491K | Buy |
3,075
+159
| +5% | +$25.4K | 0.06% | 180 |
|
|
2019
Q1 | $531K | Sell |
2,916
-6,036
| -67% | -$1.1M | 0.06% | 169 |
|
|
2018
Q4 | $1.5M | Sell |
8,952
-770
| -8% | -$129K | 0.21% | 75 |
|
|
2018
Q3 | $1.79M | Sell |
9,722
-700
| -7% | -$129K | 0.24% | 68 |
|
|
2018
Q2 | $1.82M | Sell |
10,422
-1,811
| -15% | -$316K | 0.26% | 63 |
|
|
2018
Q1 | $1.89M | Sell |
12,233
-463
| -4% | -$71.5K | 0.3% | 63 |
|
|
2017
Q4 | $2.18M | Buy |
12,696
+4,325
| +52% | +$743K | 0.36% | 59 |
|
|
2017
Q3 | $1.35M | Buy |
+8,371
| New | +$1.35M | 0.31% | 69 |
|