CX Institutional’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
1,654
+313
+23% +$50.3K 0.01% 537
2025
Q1
$223K Sell
1,341
-10
-0.7% -$1.66K 0.01% 569
2024
Q4
$233K Buy
+1,351
New +$233K 0.01% 486
2022
Q3
Sell
-597
Closed -$57K 1034
2022
Q2
$57K Buy
+597
New +$57K ﹤0.01% 649
2021
Q4
Sell
-682
Closed -$89K 816
2021
Q3
$89K Buy
682
+65
+11% +$8.48K 0.01% 474
2021
Q2
$81K Buy
617
+184
+42% +$24.2K 0.01% 477
2021
Q1
$49K Buy
433
+75
+21% +$8.49K ﹤0.01% 497
2020
Q4
$31K Buy
358
+207
+137% +$17.9K ﹤0.01% 530
2020
Q3
$10K Buy
151
+125
+481% +$8.28K ﹤0.01% 675
2020
Q2
$2K Sell
26
-107
-80% -$8.23K ﹤0.01% 763
2020
Q1
$7K Buy
+133
New +$7K ﹤0.01% 514
2019
Q4
Sell
-79
Closed -$12K 766
2019
Q3
$12K Buy
79
+6
+8% +$911 ﹤0.01% 440
2019
Q2
$12K Buy
73
+2
+3% +$329 ﹤0.01% 468
2019
Q1
$13K Buy
+71
New +$13K ﹤0.01% 433