Fiduciary Alliance’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 | – | Sell |
-28,864
| Closed | -$4.79M | – | 484 |
|
|
2025
Q1 | $4.79M | Buy |
28,864
+7,648
| +36% | +$1.27M | 0.47% | 56 |
|
|
2024
Q4 | $3.65M | Buy |
+21,216
| New | +$3.65M | 0.37% | 71 |
|
|
2023
Q3 | – | Sell |
-87
| Closed | -$10K | – | 832 |
|
|
2023
Q2 | $10K | Buy |
+87
| New | +$10K | ﹤0.01% | 560 |
|
|
2023
Q1 | – | Sell |
-83
| Closed | -$9.75K | – | 764 |
|
|
2022
Q4 | $9.75K | Buy |
+83
| New | +$9.75K | ﹤0.01% | 414 |
|