Bleakley Financial Group’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
Q1
Sell
-6,237
Closed -$1.07M 914
2024
Q4
$1.07M Buy
6,237
+62
+1% +$10.7K 0.03% 389
2024
Q3
$1.04M Buy
6,175
+68
+1% +$11.5K 0.03% 400
2024
Q2
$927K Buy
6,107
+74
+1% +$11.2K 0.03% 436
2024
Q1
$944K Buy
6,033
+78
+1% +$12.2K 0.03% 442
2023
Q4
$849K Buy
5,955
+340
+6% +$48.5K 0.03% 436
2023
Q3
$607K Sell
5,615
-666
-11% -$71.9K 0.02% 498
2023
Q2
$725K Sell
6,281
-337
-5% -$38.9K 0.02% 493
2023
Q1
$741K Buy
6,618
+59
+0.9% +$6.61K 0.02% 466
2022
Q4
$771K Buy
+6,559
New +$771K 0.03% 431