Cladis Investment Advisory’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 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $351K | Buy |
|