Carmel Capital Partners’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 | $676K | Sell |
4,207
-2,705
| -39% | -$435K | 0.24% | 76 |
|
|
2025
Q1 | $1.15M | Sell |
6,912
-42
| -0.6% | -$6.98K | 0.45% | 55 |
|
|
2024
Q4 | $1.2M | Buy |
6,954
+55
| +0.8% | +$9.47K | 0.48% | 47 |
|
|
2024
Q3 | $1.17M | Buy |
6,899
+56
| +0.8% | +$9.47K | 0.45% | 49 |
|
|
2024
Q2 | $1.04M | Sell |
6,843
-54
| -0.8% | -$8.2K | 0.44% | 49 |
|
|
2024
Q1 | $1.08M | Buy |
6,897
+178
| +3% | +$27.9K | 0.45% | 46 |
|
|
2023
Q4 | $958K | Buy |
6,719
+228
| +4% | +$32.5K | 0.49% | 48 |
|
|
2023
Q3 | $701K | Buy |
6,491
+969
| +18% | +$105K | 0.31% | 67 |
|
|
2023
Q2 | $638K | Buy |
5,522
+138
| +3% | +$15.9K | 0.33% | 64 |
|
|
2023
Q1 | $603K | Sell |
5,384
-218
| -4% | -$24.4K | 0.36% | 66 |
|
|
2022
Q4 | $658K | Buy |
5,602
+161
| +3% | +$18.9K | 0.46% | 55 |
|
|
2022
Q3 | $488K | Buy |
5,441
+2,162
| +66% | +$194K | 0.47% | 58 |
|
|
2022
Q2 | $311K | Buy |
+3,279
| New | +$311K | 0.29% | 79 |
|