CVA Family Office’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 | $120K | Sell |
744
-47
| -6% | -$7.56K | 0.02% | 375 |
|
|
2025
Q1 | $131K | Sell |
791
-82
| -9% | -$13.6K | 0.02% | 346 |
|
|
2024
Q4 | $150K | Buy |
873
+158
| +22% | +$27.2K | 0.02% | 314 |
|
|
2024
Q3 | $121K | Buy |
715
+72
| +11% | +$12.2K | 0.02% | 340 |
|
|
2024
Q2 | $97.6K | Buy |
643
+16
| +3% | +$2.43K | 0.02% | 357 |
|
|
2024
Q1 | $98.1K | Buy |
627
+3
| +0.5% | +$469 | 0.02% | 362 |
|
|
2023
Q4 | $89K | Buy |
+624
| New | +$89K | 0.02% | 350 |
|
|
2023
Q3 | – | Sell |
-543
| Closed | -$62.7K | – | 834 |
|
|
2023
Q2 | $62.7K | Sell |
543
-69
| -11% | -$7.97K | 0.01% | 390 |
|
|
2023
Q1 | $68.5K | Buy |
612
+37
| +6% | +$4.14K | 0.02% | 376 |
|
|
2022
Q4 | $67.6K | Buy |
575
+40
| +7% | +$4.7K | 0.02% | 352 |
|
|
2022
Q3 | $48K | Sell |
535
-150
| -22% | -$13.5K | 0.01% | 377 |
|
|
2022
Q2 | $65K | Sell |
685
-15
| -2% | -$1.42K | 0.02% | 313 |
|
|
2022
Q1 | $92K | Buy |
700
+175
| +33% | +$23K | 0.02% | 277 |
|
|
2021
Q4 | $84K | Buy |
+525
| New | +$84K | 0.02% | 272 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$59K | – | 809 |
|
|
2021
Q2 | $59K | Buy |
450
+90
| +25% | +$11.8K | 0.02% | 339 |
|
|
2021
Q1 | $41K | Buy |
+360
| New | +$41K | 0.02% | 297 |
|