Focus Partners Wealth’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 | $24.9M | Buy |
154,783
+40,627
| +36% | +$6.53M | 0.05% | 311 |
|
|
2025
Q1 | $19M | Sell |
114,156
-2,433
| -2% | -$404K | 0.05% | 336 |
|
|
2024
Q4 | $20.1M | Buy |
116,589
+55,272
| +90% | +$9.52M | 0.05% | 322 |
|
|
2024
Q3 | $10.4M | Buy |
61,317
+57,879
| +1,684% | +$9.78M | 0.03% | 400 |
|
|
2024
Q2 | $522K | Buy |
+3,438
| New | +$522K | ﹤0.01% | 940 |
|