Alpha Omega 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 | $6.73M | Sell |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $7.5M | Sell |
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|
2024
Q2 | $6.87M | Buy |
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|
2024
Q1 | $7.08M | Sell |
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|
2023
Q4 | $6.74M | Sell |
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|
2023
Q3 | $5.36M | Sell |
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|
2023
Q2 | $5.79M | Sell |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $5.77M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $261K | Buy |
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