EPG Wealth 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 | $202K | Hold |
1,254
| – | – | 0.06% | 183 |
|
|
2025
Q1 | $208K | Hold |
1,254
| – | – | 0.06% | 223 |
|
|
2024
Q4 | $216K | Hold |
1,254
| – | – | 0.06% | 224 |
|
|
2024
Q3 | $212K | Buy |
+1,254
| New | +$212K | 0.05% | 235 |
|
|
2022
Q2 | – | Sell |
-2,471
| Closed | -$325K | – | 373 |
|
|
2022
Q1 | $325K | Sell |
2,471
-43
| -2% | -$5.66K | 0.11% | 164 |
|
|
2021
Q4 | $402K | Buy |
+2,514
| New | +$402K | 0.14% | 135 |
|