Bruce G. Allen Investments’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 | $31K | Buy |
193
+12
| +7% | +$1.93K | 0.02% | 329 |
|
|
2025
Q1 | $30.1K | Sell |
181
-32
| -15% | -$5.31K | 0.02% | 326 |
|
|
2024
Q4 | $36.7K | Sell |
213
-3
| -1% | -$517 | 0.03% | 302 |
|
|
2024
Q3 | $36.5K | Hold |
216
| – | – | 0.03% | 311 |
|
|
2024
Q2 | $32.8K | Sell |
216
-9
| -4% | -$1.37K | 0.03% | 308 |
|
|
2024
Q1 | $35.2K | Sell |
225
-61
| -21% | -$9.55K | 0.03% | 298 |
|
|
2023
Q4 | $40.8K | Buy |
+286
| New | +$40.8K | 0.04% | 268 |
|