Burney Company’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 | $4.11M | Buy |
25,572
+23,321
| +1,036% | +$3.75M | 0.14% | 147 |
|
|
2025
Q1 | $374K | Hold |
2,251
| – | – | 0.01% | 456 |
|
|
2024
Q4 | $388K | Buy |
2,251
+674
| +43% | +$116K | 0.01% | 463 |
|
|
2024
Q3 | $267K | Sell |
1,577
-104
| -6% | -$17.6K | 0.01% | 536 |
|
|
2024
Q2 | $255K | Buy |
1,681
+336
| +25% | +$51K | 0.01% | 537 |
|
|
2024
Q1 | $210K | Buy |
+1,345
| New | +$210K | 0.01% | 576 |
|