Congress Wealth Management’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 | $1.07M | Buy |
6,653
+2,404
| +57% | +$387K | 0.01% | 686 |
|
|
2025
Q1 | $706K | Buy |
4,249
+1,887
| +80% | +$314K | 0.01% | 717 |
|
|
2024
Q4 | $407K | Sell |
2,362
-814
| -26% | -$140K | 0.01% | 689 |
|
|
2024
Q3 | $537K | Sell |
3,176
-498
| -14% | -$84.2K | 0.01% | 628 |
|
|
2024
Q2 | $558K | Buy |
3,674
+32
| +0.9% | +$4.86K | 0.01% | 522 |
|
|
2024
Q1 | $570K | Buy |
3,642
+7
| +0.2% | +$1.1K | 0.01% | 439 |
|
|
2023
Q4 | $519K | Sell |
3,635
-198
| -5% | -$28.2K | 0.01% | 457 |
|
|
2023
Q3 | $414K | Sell |
3,833
-19
| -0.5% | -$2.05K | 0.01% | 479 |
|
|
2023
Q2 | $445K | Sell |
3,852
-2,096
| -35% | -$242K | 0.01% | 432 |
|
|
2023
Q1 | $666K | Buy |
5,948
+382
| +7% | +$42.8K | 0.02% | 388 |
|
|
2022
Q4 | $654K | Buy |
5,566
+705
| +15% | +$82.8K | 0.02% | 381 |
|
|
2022
Q3 | $437K | Buy |
+4,861
| New | +$437K | 0.01% | 424 |
|
|
2022
Q2 | – | Sell |
-2,060
| Closed | -$270K | – | 613 |
|
|
2022
Q1 | $270K | Sell |
2,060
-37
| -2% | -$4.85K | 0.01% | 532 |
|
|
2021
Q4 | $335K | Buy |
+2,097
| New | +$335K | 0.01% | 513 |
|