Farther Finance Advisors’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 | $568K | Buy |
3,532
+207
| +6% | +$33.3K | 0.01% | 848 |
|
|
2025
Q1 | $553K | Buy |
3,325
+789
| +31% | +$131K | 0.01% | 737 |
|
|
2024
Q4 | $437K | Sell |
2,536
-245
| -9% | -$42.2K | 0.02% | 639 |
|
|
2024
Q3 | $470K | Buy |
2,781
+883
| +47% | +$149K | 0.02% | 611 |
|
|
2024
Q2 | $278K | Buy |
1,898
+234
| +14% | +$34.3K | 0.01% | 697 |
|
|
2024
Q1 | $255K | Buy |
1,664
+149
| +10% | +$22.9K | 0.02% | 602 |
|
|
2023
Q4 | $216K | Buy |
1,515
+873
| +136% | +$125K | 0.02% | 533 |
|
|
2023
Q3 | $69.3K | Buy |
642
+424
| +194% | +$45.8K | 0.01% | 675 |
|
|
2023
Q2 | $25.2K | Buy |
218
+9
| +4% | +$1.04K | 0.01% | 918 |
|
|
2023
Q1 | $23.4K | Sell |
209
-23
| -10% | -$2.58K | 0.01% | 848 |
|
|
2022
Q4 | $27.3K | Buy |
+232
| New | +$27.3K | 0.01% | 638 |
|