Everhart Financial Group’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 | $634K | Buy |
3,942
+64
| +2% | +$10.3K | 0.07% | 195 |
|
|
2025
Q1 | $644K | Buy |
3,878
+320
| +9% | +$53.1K | 0.09% | 162 |
|
|
2024
Q4 | $613K | Buy |
3,558
+229
| +7% | +$39.4K | 0.13% | 158 |
|
|
2024
Q3 | $563K | Buy |
3,329
+480
| +17% | +$81.1K | 0.12% | 180 |
|
|
2024
Q2 | $432K | Buy |
2,849
+507
| +22% | +$77K | 0.11% | 177 |
|
|
2024
Q1 | $367K | Buy |
2,342
+537
| +30% | +$84K | 0.11% | 193 |
|
|
2023
Q4 | $257K | Buy |
+1,805
| New | +$257K | 0.09% | 205 |
|