A detailed history of Legacy Financial Advisors, Inc. transactions in Simon Property Group Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,485 shares of SPG stock, worth $450,132. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,485
Previous 2,461 0.98%
Holding current value
$450,132
Previous $373,000 12.6%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$146.09 - $170.11 $3,506 - $4,082
24 Added 0.98%
2,485 $420,000
Q2 2024

Aug 13, 2024

BUY
$140.18 - $153.78 $14,578 - $15,993
104 Added 4.41%
2,461 $373,000
Q1 2024

May 14, 2024

BUY
$136.79 - $156.49 $10,122 - $11,580
74 Added 3.24%
2,357 $368,000
Q4 2023

Feb 06, 2024

BUY
$103.37 - $146.58 $6,305 - $8,941
61 Added 2.75%
2,283 $325,000
Q3 2023

Nov 13, 2023

BUY
$108.03 - $125.44 $39,971 - $46,412
370 Added 19.98%
2,222 $240,000
Q2 2023

Aug 08, 2023

BUY
$101.25 - $115.48 $187,515 - $213,868
1,852 New
1,852 $213,000
Q4 2022

Feb 06, 2023

BUY
$90.98 - $120.7 $171,224 - $227,157
1,882 New
1,882 $221,000
Q2 2019

Aug 07, 2019

SELL
$159.27 - $185.52 $32,809 - $38,217
-206 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$164.87 - $185.85 $5,110 - $5,761
31 Added 17.71%
206 $38,000
Q4 2018

Jan 16, 2019

SELL
$160.66 - $190.59 $4,498 - $5,336
-28 Reduced 13.79%
175 $29,000
Q3 2018

Oct 30, 2018

SELL
$168.58 - $185.23 $4,720 - $5,186
-28 Reduced 12.12%
203 $35,000
Q2 2018

Jul 17, 2018

BUY
$146.74 - $172.85 $4,108 - $4,839
28 Added 13.79%
231 $40,000
Q1 2018

Apr 12, 2018

BUY
$150.46 - $172.42 $2,106 - $2,413
14 Added 7.41%
203 $31,000
Q4 2017

Feb 09, 2018

BUY
$154.99 - $171.74 $29,293 - $32,458
189
189 $32,000

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 $59.3B
  • 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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