A detailed history of Ever Source Wealth Advisors, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,922 shares of SPG stock, worth $345,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,922
Previous 1,882 2.13%
Holding current value
$345,883
Previous $285,000 13.68%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$146.09 - $170.11 $5,843 - $6,804
40 Added 2.13%
1,922 $324,000
Q2 2024

Aug 13, 2024

BUY
$140.18 - $153.78 $2,383 - $2,614
17 Added 0.91%
1,882 $285,000
Q1 2024

Jun 11, 2024

SELL
$136.79 - $156.49 $5,334 - $6,103
-39 Reduced 2.05%
1,865 $291,000
Q4 2023

Feb 09, 2024

SELL
$103.37 - $146.58 $640,894 - $908,796
-6,200 Reduced 76.51%
1,904 $271,000
Q3 2023

Nov 03, 2023

SELL
$108.03 - $125.44 $132,768 - $154,165
-1,229 Reduced 13.17%
8,104 $875,000
Q2 2023

Aug 04, 2023

BUY
$101.25 - $115.48 $371,182 - $423,349
3,666 Added 64.69%
9,333 $1.08 Million
Q1 2023

May 11, 2023

BUY
$102.38 - $131.79 $28,461 - $36,637
278 Added 5.16%
5,667 $634,000
Q4 2022

Feb 09, 2023

BUY
$90.98 - $120.7 $455,718 - $604,586
5,009 Added 1318.16%
5,389 $633,000
Q3 2022

Nov 07, 2022

SELL
$63.72 - $108.64 $5,352 - $9,125
-84 Reduced 18.1%
380 $35,000
Q2 2022

Aug 01, 2022

BUY
$94.62 - $134.53 $18,167 - $25,829
192 Added 70.59%
464 $44,000
Q1 2022

May 25, 2022

BUY
$128.19 - $163.16 $10,383 - $13,215
81 Added 42.41%
272 $36,000
Q4 2021

Feb 07, 2022

BUY
$131.39 - $170.5 $25,095 - $32,565
191 New
191 $31,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $58.9B
  • 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...
More about SPG
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