Farther Finance Advisors’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
2025
Q3
$860K Buy
2025
Q2
$568K Buy
2025
Q1
$553K Buy
2024
Q4
$437K Sell
2024
Q3
$470K Buy
2024
Q2
$278K Buy
2024
Q1
$255K Buy
2023
Q4
$216K Buy
2023
Q3
$69.3K Buy
2023
Q2
$25.2K Buy
2023
Q1
$23.4K Sell
2022
Q4
$27.3K Buy