Cetera Trust Company’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 | $308K | Buy |
1,915
+40
| +2% | +$6.43K | 0.18% | 102 |
|
|
2025
Q1 | $311K | Hold |
1,875
| – | – | 0.2% | 92 |
|
|
2024
Q4 | $323K | Sell |
1,875
-175
| -9% | -$30.1K | 0.21% | 86 |
|
|
2024
Q3 | $346K | Sell |
2,050
-25
| -1% | -$4.23K | 0.21% | 87 |
|
|
2024
Q2 | $315K | Hold |
2,075
| – | – | 0.2% | 87 |
|
|
2024
Q1 | $325K | Hold |
2,075
| – | – | 0.2% | 88 |
|
|
2023
Q4 | $296K | Buy |
+2,075
| New | +$296K | 0.18% | 98 |
|