Cape Investment Advisory’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 | $20K | Buy |
124
+1
| +0.8% | +$161 | 0.01% | 507 |
|
|
2025
Q1 | $20.5K | Buy |
123
+109
| +779% | +$18.1K | 0.01% | 482 |
|
|
2024
Q4 | $2.41K | Buy |
14
+8
| +133% | +$1.38K | ﹤0.01% | 851 |
|
|
2024
Q3 | $1.01K | Hold |
6
| – | – | ﹤0.01% | 873 |
|
|
2024
Q2 | $911 | Hold |
6
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $939 | Sell |
6
-192
| -97% | -$30K | ﹤0.01% | 848 |
|
|
2023
Q4 | $28.2K | Buy |
198
+192
| +3,200% | +$27.4K | 0.01% | 468 |
|
|
2023
Q3 | $648 | Hold |
6
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $693 | Hold |
6
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $672 | Buy |
+6
| New | +$672 | ﹤0.01% | 897 |
|