Clearstead Trust’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 | $42.8K | Buy |
266
+108
| +68% | +$17.4K | 0.01% | 328 |
|
|
2025
Q1 | $26.2K | Hold |
158
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $27.2K | Hold |
158
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $26.7K | Hold |
158
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $24K | Hold |
158
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $24.7K | Buy |
+158
| New | +$24.7K | 0.01% | 292 |
|