Breakwater Capital 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
Q2 | $260K | Buy |
1,620
+80
| +5% | +$12.9K | 0.04% | 301 |
|
|
2025
Q1 | $256K | Buy |
1,540
+110
| +8% | +$18.3K | 0.05% | 289 |
|
|
2024
Q4 | $246K | Hold |
1,430
| – | – | 0.05% | 258 |
|
|
2024
Q3 | $242K | Buy |
1,430
+54
| +4% | +$9.13K | 0.05% | 259 |
|
|
2024
Q2 | $209K | Hold |
1,376
| – | – | 0.05% | 267 |
|
|
2024
Q1 | $215K | Buy |
+1,376
| New | +$215K | 0.05% | 248 |
|