Costello Asset 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 | $15.4K | Buy |
96
+9
| +10% | +$1.45K | 0.01% | 414 |
|
|
2025
Q1 | $14.4K | Buy |
87
+24
| +38% | +$3.99K | 0.01% | 403 |
|
|
2024
Q4 | $10.8K | Buy |
63
+3
| +5% | +$517 | 0.01% | 139 |
|
|
2024
Q3 | $10.1K | Sell |
60
-2
| -3% | -$338 | 0.01% | 144 |
|
|
2024
Q2 | $9.41K | Buy |
62
+2
| +3% | +$304 | 0.01% | 131 |
|
|
2024
Q1 | $9.39K | Buy |
60
+9
| +18% | +$1.41K | 0.01% | 145 |
|
|
2023
Q4 | $7.28K | Buy |
51
+1
| +2% | +$143 | 0.01% | 148 |
|
|
2023
Q3 | $5.4K | Buy |
50
+5
| +11% | +$540 | 0.01% | 159 |
|
|
2023
Q2 | $5.2K | Buy |
45
+3
| +7% | +$346 | ﹤0.01% | 160 |
|
|
2023
Q1 | $4.7K | Buy |
42
+2
| +5% | +$224 | ﹤0.01% | 176 |
|
|
2022
Q4 | $4.7K | Hold |
40
| – | – | ﹤0.01% | 173 |
|
|
2022
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $4K | Sell |
40
-468
| -92% | -$46.8K | ﹤0.01% | 194 |
|
|
2022
Q1 | $67K | Buy |
508
+1
| +0.2% | +$132 | 0.05% | 97 |
|
|
2021
Q4 | $81K | Buy |
507
+4
| +0.8% | +$639 | 0.05% | 95 |
|
|
2021
Q3 | $65K | Buy |
503
+26
| +5% | +$3.36K | 0.04% | 100 |
|
|
2021
Q2 | $62K | Hold |
477
| – | – | 0.04% | 100 |
|
|
2021
Q1 | $54K | Sell |
477
-400
| -46% | -$45.3K | 0.04% | 110 |
|
|
2020
Q4 | $75K | Hold |
877
| – | – | 0.06% | 91 |
|
|
2020
Q3 | $57K | Hold |
877
| – | – | 0.05% | 89 |
|
|
2020
Q2 | $60K | Buy |
+877
| New | +$60K | 0.06% | 83 |
|