Castle Rock Wealth Management’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 | $400K | Sell |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $566K | Sell |
|
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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