Callan Family Office’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 | $1.01M | Buy |
6,271
+4,299
| +218% | +$691K | 0.03% | 402 |
|
|
2025
Q1 | $328K | Sell |
1,972
-1,933
| -50% | -$321K | 0.02% | 404 |
|
|
2024
Q4 | $672K | Buy |
3,905
+2,302
| +144% | +$396K | 0.04% | 313 |
|
|
2024
Q3 | $271K | Sell |
1,603
-40
| -2% | -$6.76K | 0.05% | 151 |
|
|
2024
Q2 | $249K | Buy |
+1,643
| New | +$249K | 0.05% | 135 |
|