Carmel Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Sell |
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|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $958K | Buy |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $658K | Buy |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $311K | Buy |
|