Bogart Wealth, LLC Simon Property Group Inc Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 47,446 shares of SPG stock, worth $8.03 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

47,446

Previous 41,300 14.88%

Holding current value

$8.03 Million

Previous $6.86 Million 11.2%

% of portfolio

0.33%

Previous 0.33%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$140.37 - $171.44 $862,714 - $1.05 Million	6,146 Added 14.88%	47,446 $7.63 Million
Q1 2025 May 01, 2025	BUY	$159.48 - $187.78 $6.55 Million - $7.71 Million	41,071 Added 17934.93%	41,300 $6.86 Million
Q2 2024 Jul 31, 2024	BUY	$140.18 - $153.78 $22,008 - $24,143	157 Added 218.06%	229 $34,000
Q3 2023 Oct 30, 2023	BUY	$108.03 - $125.44 $1,728 - $2,007	16 Added 28.57%	72 $7,000
Q1 2023 Apr 21, 2023	BUY	$102.38 - $131.79 $3,071 - $3,953	30 Added 115.38%	56 $6,000
Q2 2020 Jul 08, 2020	SELL	$44.01 - $95.5 $40,841 - $88,624	-928 Reduced 97.27%	26 $2,000
Q1 2020 Apr 20, 2020	SELL	$44.92 - $149.11 $655,966 - $2.18 Million	-14,603 Reduced 93.87%	954 $52,000
Q4 2019 Feb 10, 2020	BUY	$144.01 - $158.06 $113,767 - $124,867	790 Added 5.35%	15,557 $2.32 Million
Q3 2019 Oct 10, 2019	BUY	$145.47 - $165.03 $29,530 - $33,501	203 Added 1.39%	14,767 $2.3 Million
Q2 2019 Jul 11, 2019	BUY	$159.27 - $185.52 $298,312 - $347,478	1,873 Added 14.76%	14,564 $2.33 Million
Q1 2019 Apr 08, 2019	BUY	$164.87 - $185.85 $131,896 - $148,680	800 Added 6.73%	12,691 $2.31 Million
Q4 2018 Jan 15, 2019	BUY	$160.66 - $190.59 $27,633 - $32,781	172 Added 1.47%	11,891 $2 Million
Q3 2018 Oct 16, 2018	BUY	$168.58 - $185.23 $93,730 - $102,987	556 Added 4.98%	11,719 $2.07 Million
Q2 2018 Jul 13, 2018	BUY	$146.74 - $172.85 $50,038 - $58,941	341 Added 3.15%	11,163 $1.9 Million
Q1 2018 Apr 13, 2018	BUY	$150.46 - $172.42 $186,570 - $213,800	1,240 Added 12.94%	10,822 $1.68 Million
Q4 2017 Jan 11, 2018	BUY	$154.99 - $171.74 $310,754 - $344,338	2,005 Added 26.46%	9,582 $1.65 Million
Q3 2017 Oct 12, 2017	BUY	$153.23 - $166.37 $25,895 - $28,116	169 Added 2.28%	7,577 $1.22 Million
Q2 2017 Sep 19, 2017	BUY	N/A	3,029 Added 69.17%	7,408 $1.2 Million
Q1 2017 Sep 19, 2017	BUY	N/A	240 Added 5.8%	4,379 $753,000
Q4 2016 Aug 31, 2017	BUY	N/A	4,139	4,139 $735,000

Others Institutions Holding SPG

# of Institutions

1,347

Shares Held

279M

Call Options Held

1.75M

Put Options Held

1.38M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $55.4B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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Bogart Wealth, LLC Simon Property Group Inc Transaction History