EFG
Embree Financial Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
2,322
-5
| -0.2% | -$804 | 0.06% | 149 |
|
|
2025
Q1 | $386K | Buy |
2,327
+28
| +1% | +$4.65K | 0.06% | 141 |
|
|
2024
Q4 | $396K | Sell |
2,299
-216
| -9% | -$37.2K | 0.07% | 134 |
|
|
2024
Q3 | $425K | Buy |
2,515
+30
| +1% | +$5.07K | 0.08% | 125 |
|
|
2024
Q2 | $377K | Sell |
2,485
-629
| -20% | -$95.5K | 0.07% | 128 |
|
|
2024
Q1 | $487K | Buy |
3,114
+141
| +5% | +$22.1K | 0.1% | 121 |
|
|
2023
Q4 | $424K | Buy |
+2,973
| New | +$424K | 0.09% | 122 |
|