Concord Wealth Partners’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 | $102K | Hold |
632
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $105K | Hold |
632
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $109K | Hold |
632
| – | – | 0.02% | 246 |
|
|
2024
Q3 | $107K | Sell |
632
-2
| -0.3% | -$338 | 0.02% | 256 |
|
|
2024
Q2 | $96.2K | Buy |
634
+2
| +0.3% | +$304 | 0.02% | 247 |
|
|
2024
Q1 | $98.9K | Hold |
632
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $90.1K | Sell |
632
-143
| -18% | -$20.4K | 0.02% | 286 |
|
|
2023
Q3 | $83.7K | Sell |
775
-21
| -3% | -$2.27K | 0.02% | 306 |
|
|
2023
Q2 | $91.9K | Buy |
796
+24
| +3% | +$2.77K | 0.02% | 284 |
|
|
2023
Q1 | $86.4K | Sell |
772
-35
| -4% | -$3.92K | 0.02% | 269 |
|
|
2022
Q4 | $94.8K | Buy |
+807
| New | +$94.8K | 0.03% | 267 |
|
|
2022
Q3 | – | Sell |
-807
| Closed | -$77K | – | 998 |
|
|
2022
Q2 | $77K | Buy |
807
+24
| +3% | +$2.29K | 0.02% | 299 |
|
|
2022
Q1 | $103K | Hold |
783
| – | – | 0.03% | 296 |
|
|
2021
Q4 | $125K | Buy |
783
+446
| +132% | +$71.2K | 0.03% | 279 |
|
|
2021
Q3 | $44K | Sell |
337
-446
| -57% | -$58.2K | 0.02% | 241 |
|
|
2021
Q2 | $102K | Hold |
783
| – | – | 0.03% | 233 |
|
|
2021
Q1 | $89K | Sell |
783
-268
| -25% | -$30.5K | 0.03% | 235 |
|
|
2020
Q4 | $90K | Buy |
+1,051
| New | +$90K | 0.07% | 142 |
|