Corient Private Wealth’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 | $22.7M | Buy |
141,171
+65,190
| +86% | +$10.5M | 0.02% | 407 |
|
|
2025
Q1 | $12.6M | Buy |
75,981
+1,680
| +2% | +$279K | 0.02% | 468 |
|
|
2024
Q4 | $12.6M | Sell |
74,301
-6,535
| -8% | -$1.11M | 0.02% | 465 |
|
|
2024
Q3 | $13.7M | Buy |
80,836
+4,184
| +5% | +$707K | 0.02% | 473 |
|
|
2024
Q2 | $11.6M | Buy |
76,652
+1,971
| +3% | +$299K | 0.02% | 495 |
|
|
2024
Q1 | $11.7M | Sell |
74,681
-386
| -0.5% | -$60.4K | 0.02% | 489 |
|
|
2023
Q4 | $10.7M | Buy |
75,067
+37,108
| +98% | +$5.29M | 0.02% | 503 |
|
|
2023
Q3 | $4.1M | Buy |
37,959
+3,853
| +11% | +$416K | 0.01% | 682 |
|
|
2023
Q2 | $3.94M | Sell |
34,106
-3,568
| -9% | -$412K | 0.01% | 702 |
|
|
2023
Q1 | $4.22M | Buy |
37,674
+11,617
| +45% | +$1.3M | 0.01% | 634 |
|
|
2022
Q4 | $3.06M | Buy |
+26,057
| New | +$3.06M | 0.01% | 604 |
|