Affinity Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $560K | Hold |
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|
2022
Q3 | $428K | Hold |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $560K | Buy |
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