BFS
Bard Financial Services’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,790
-250
| -12% | -$40.2K | 0.03% | 174 |
|
|
2025
Q1 | $339K | Sell |
2,040
-170
| -8% | -$28.2K | 0.04% | 167 |
|
|
2024
Q4 | $381K | Hold |
2,210
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $374K | Sell |
2,210
-250
| -10% | -$42.3K | 0.04% | 169 |
|
|
2024
Q2 | $373K | Hold |
2,460
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $385K | Buy |
2,460
+45
| +2% | +$7.04K | 0.04% | 176 |
|
|
2023
Q4 | $344K | Buy |
2,415
+165
| +7% | +$23.5K | 0.04% | 177 |
|
|
2023
Q3 | $243K | Sell |
2,250
-500
| -18% | -$54K | 0.03% | 194 |
|
|
2023
Q2 | $318K | Hold |
2,750
| – | – | 0.02% | 252 |
|
|
2023
Q1 | $308K | Hold |
2,750
| – | – | 0.02% | 254 |
|
|
2022
Q4 | $323K | Buy |
2,750
+500
| +22% | +$58.7K | 0.03% | 239 |
|
|
2022
Q3 | $202K | Buy |
+2,250
| New | +$202K | 0.02% | 273 |
|