Cape Investment Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $23.5K | Buy |
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|
2025
Q3 | $20.7K | Sell |
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|
2025
Q2 | $20K | Buy |
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|
2025
Q1 | $20.5K | Buy |
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|
2024
Q4 | $2.41K | Buy |
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|
2024
Q3 | $1.01K | Hold |
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|
2024
Q2 | $911 | Hold |
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|
2024
Q1 | $939 | Sell |
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|
2023
Q4 | $28.2K | Buy |
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|
2023
Q3 | $648 | Hold |
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|
2023
Q2 | $693 | Hold |
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|
2023
Q1 | $672 | Buy |
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