A detailed history of Octavia Wealth Advisors, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,573 shares of SPG stock, worth $446,029. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,573
Previous 2,555 0.7%
Holding current value
$446,029
Previous $387,000 12.14%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 10, 2024

BUY
$146.09 - $170.11 $2,629 - $3,061
18 Added 0.7%
2,573 $434,000
Q2 2024

Aug 01, 2024

SELL
$140.18 - $153.78 $280 - $307
-2 Reduced 0.08%
2,555 $387,000
Q1 2024

Apr 15, 2024

SELL
$136.79 - $156.49 $12,447 - $14,240
-91 Reduced 3.44%
2,557 $400,000
Q4 2023

Jan 30, 2024

SELL
$103.37 - $146.58 $12,817 - $18,175
-124 Reduced 4.47%
2,648 $377,000
Q3 2023

Oct 30, 2023

SELL
$108.03 - $125.44 $6,805 - $7,902
-63 Reduced 2.22%
2,772 $299,000
Q2 2023

Jul 18, 2023

BUY
$101.25 - $115.48 $2,835 - $3,233
28 Added 1.0%
2,835 $327,000
Q1 2023

Apr 20, 2023

SELL
$102.38 - $131.79 $26,209 - $33,738
-256 Reduced 8.36%
2,807 $314,000
Q4 2022

Jan 19, 2023

SELL
$90.98 - $120.7 $1,728 - $2,293
-19 Reduced 0.62%
3,063 $0
Q3 2022

Oct 17, 2022

BUY
$63.72 - $108.64 $4,332 - $7,387
68 Added 2.26%
3,082 $277,000
Q2 2022

Jul 18, 2022

SELL
$94.62 - $134.53 $1,892 - $2,690
-20 Reduced 0.66%
3,014 $285,000
Q1 2022

Apr 20, 2022

SELL
$128.19 - $163.16 $68,709 - $87,453
-536 Reduced 15.01%
3,034 $399,000
Q4 2021

Jan 28, 2022

BUY
$131.39 - $170.5 $4,204 - $5,456
32 Added 0.9%
3,570 $570,000
Q3 2021

Nov 12, 2021

SELL
$117.19 - $136.42 $3,984 - $4,638
-34 Reduced 0.95%
3,538 $463,000
Q2 2021

Jul 26, 2021

SELL
$113.38 - $135.71 $58,390 - $69,890
-515 Reduced 12.6%
3,572 $466,000
Q1 2021

May 10, 2021

SELL
$82.81 - $121.01 $58,132 - $84,949
-702 Reduced 14.66%
4,087 $465,000
Q4 2020

Feb 12, 2021

BUY
$60.76 - $93.91 $290,979 - $449,734
4,789 New
4,789 $415,000

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 $56.7B
  • 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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