Concord Wealth Partners’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 | $119K | Hold |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $107K | Sell |
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|
2024
Q2 | $96.2K | Buy |
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|
2024
Q1 | $98.9K | Hold |
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|
2023
Q4 | $90.1K | Sell |
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|
2023
Q3 | $83.7K | Sell |
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|
2023
Q2 | $91.9K | Buy |
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|
2023
Q1 | $86.4K | Sell |
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|
2022
Q4 | $94.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $89K | Sell |
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|
2020
Q4 | $90K | Buy |
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