CFP
SPG icon

Cascade Financial Partners’s Simon Property Group SPG Stock Holding History

Cascade Financial Partners’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$706K Buy
4,393
+184
+4% +$29.6K 0.08% 138
2025
Q1 		$699K Buy
4,209
+2,961
+237% +$492K 0.09% 129
2024
Q4 		$215K Buy
+1,248
New +$215K 0.03% 236