Brighton Jones LLC’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 | $361K | Buy |
2,246
+431
| +24% | +$69.3K | 0.01% | 651 |
|
|
2025
Q1 | $301K | Buy |
1,815
+102
| +6% | +$16.9K | 0.01% | 528 |
|
|
2024
Q4 | $295K | Buy |
+1,713
| New | +$295K | 0.01% | 522 |
|
|
2024
Q2 | – | Sell |
-1,786
| Closed | -$280K | – | 664 |
|
|
2024
Q1 | $280K | Buy |
+1,786
| New | +$280K | 0.01% | 481 |
|