Valley National Advisers’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 | $32K | Buy |
205
+2
| +1% | +$312 | 0.01% | 425 |
|
|
2025
Q1 | $33K | Buy |
203
+1
| +0.5% | +$163 | 0.01% | 428 |
|
|
2024
Q4 | $34K | Hold |
202
| – | – | 0.01% | 391 |
|
|
2024
Q3 | $34K | Sell |
202
-112
| -36% | -$18.9K | 0.01% | 388 |
|
|
2024
Q2 | $47K | Buy |
314
+9
| +3% | +$1.35K | 0.01% | 399 |
|
|
2024
Q1 | $47K | Sell |
305
-3
| -1% | -$462 | 0.01% | 407 |
|
|
2023
Q4 | $43K | Buy |
308
+43
| +16% | +$6K | 0.01% | 425 |
|
|
2023
Q3 | $29K | Buy |
265
+40
| +18% | +$4.38K | 0.01% | 448 |
|
|
2023
Q2 | $26K | Hold |
225
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $25K | Hold |
225
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $27K | Hold |
225
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $22K | Hold |
225
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $22K | Hold |
225
| – | – | ﹤0.01% | 468 |
|
|
2022
Q1 | $30K | Hold |
225
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $36K | Hold |
225
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $29K | Hold |
225
| – | – | 0.01% | 420 |
|
|
2021
Q2 | $29K | Hold |
225
| – | – | 0.01% | 430 |
|
|
2021
Q1 | $26K | Hold |
225
| – | – | 0.01% | 413 |
|
|
2020
Q4 | $19K | Buy |
225
+200
| +800% | +$16.9K | ﹤0.01% | 443 |
|
|
2020
Q3 | $2K | Sell |
25
-12
| -32% | -$960 | ﹤0.01% | 668 |
|
|
2020
Q2 | $3K | Buy |
37
+12
| +48% | +$973 | ﹤0.01% | 626 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 725 |
|
|
2019
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 631 |
|
|
2019
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 580 |
|
|
2019
Q1 | $5K | Sell |
25
-12
| -32% | -$2.4K | ﹤0.01% | 560 |
|
|
2018
Q4 | $6K | Buy |
37
+12
| +48% | +$1.95K | ﹤0.01% | 507 |
|
|
2018
Q3 | $4K | Sell |
25
-22
| -47% | -$3.52K | ﹤0.01% | 536 |
|
|
2018
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 442 |
|
|
2018
Q1 | $7K | Hold |
47
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 435 |
|
|
2017
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 435 |
|
|
2016
Q4 | $8K | Buy |
+47
| New | +$8K | ﹤0.01% | 447 |
|