Autumn Glory Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
3,585
| – | – | 0.27% | 102 |
|
|
2025
Q1 | $595K | Buy |
3,585
+875
| +32% | +$145K | 0.3% | 95 |
|
|
2024
Q4 | $467K | Sell |
2,710
-2,710
| -50% | -$467K | 0.23% | 102 |
|
|
2024
Q3 | $916K | Buy |
5,420
+2,710
| +100% | +$458K | 0.35% | 76 |
|
|
2024
Q2 | $411K | Hold |
2,710
| – | – | 0.21% | 99 |
|
|
2024
Q1 | $424K | Hold |
2,710
| – | – | 0.21% | 98 |
|
|
2023
Q4 | $394K | Hold |
2,710
| – | – | 0.22% | 98 |
|
|
2023
Q3 | $293K | Hold |
2,710
| – | – | 0.18% | 115 |
|
|
2023
Q2 | $313K | Buy |
+2,710
| New | +$313K | 0.23% | 100 |
|
|
2023
Q1 | – | Sell |
-5,920
| Closed | -$695K | – | 177 |
|
|
2022
Q4 | $695K | Buy |
5,920
+3,210
| +118% | +$377K | 0.37% | 83 |
|
|
2022
Q3 | $243K | Buy |
2,710
+535
| +25% | +$48K | 0.16% | 123 |
|
|
2022
Q2 | $206K | Buy |
+2,175
| New | +$206K | 0.15% | 143 |
|
|
2022
Q1 | – | Sell |
-1,375
| Closed | -$220K | – | 213 |
|
|
2021
Q4 | $220K | Buy |
+1,375
| New | +$220K | 0.09% | 197 |
|