Cornerstone Advisory’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 | $230K | Sell |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $314K | Buy |
|
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|
2024
Q3 | $278K | Sell |
|
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|
2024
Q2 | $277K | Buy |
|
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $742K | Buy |
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|
2020
Q4 | $513K | Buy |
|