Caldwell Sutter Capital’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 | $94.5K | Buy |
588
+34
| +6% | +$5.47K | 0.04% | 288 |
|
|
2025
Q1 | $92K | Buy |
554
+7
| +1% | +$1.16K | 0.04% | 285 |
|
|
2024
Q4 | $94.2K | Buy |
547
+10
| +2% | +$1.72K | 0.04% | 281 |
|
|
2024
Q3 | $90.8K | Buy |
537
+46
| +9% | +$7.78K | 0.04% | 289 |
|
|
2024
Q2 | $74.5K | Hold |
491
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $76.8K | Hold |
491
| – | – | 0.04% | 304 |
|
|
2023
Q4 | $70K | Hold |
491
| – | – | 0.04% | 307 |
|
|
2023
Q3 | $53K | Buy |
491
+135
| +38% | +$14.6K | 0.03% | 311 |
|
|
2023
Q2 | $41.1K | Buy |
356
+49
| +16% | +$5.66K | 0.02% | 349 |
|
|
2023
Q1 | $34.4K | Buy |
+307
| New | +$34.4K | 0.03% | 285 |
|