Affinity Wealth Management’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 | $377K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $272K | Buy |
|