Diversify Advisory Services’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
2026
Q1
Sell
2025
Q4
$948K Sell
2025
Q3
$1.15M Sell
2025
Q2
$1.58M Buy
2025
Q1
$220K Sell
2024
Q4
$263K Buy
2024
Q2
Sell
2024
Q1
$594K Buy