Fortem 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 | $1.84M | Sell |
11,441
-388
| -3% | -$62.4K | 0.59% | 51 |
|
|
2025
Q1 | $1.96M | Buy |
11,829
+230
| +2% | +$38.2K | 0.76% | 36 |
|
|
2024
Q4 | $2M | Buy |
11,599
+40
| +0.3% | +$6.89K | 0.77% | 31 |
|
|
2024
Q3 | $1.95M | Sell |
11,559
-9,896
| -46% | -$1.67M | 0.79% | 34 |
|
|
2024
Q2 | $3.26M | Sell |
21,455
-290
| -1% | -$44K | 1.4% | 16 |
|
|
2024
Q1 | $3.4M | Buy |
21,745
+1,213
| +6% | +$190K | 1.49% | 15 |
|
|
2023
Q4 | $2.93M | Sell |
20,532
-1,166
| -5% | -$166K | 1.46% | 14 |
|
|
2023
Q3 | $2.34M | Sell |
21,698
-2,685
| -11% | -$290K | 1.37% | 16 |
|
|
2023
Q2 | $2.82M | Buy |
24,383
+1,548
| +7% | +$179K | 1.67% | 14 |
|
|
2023
Q1 | $2.56M | Buy |
22,835
+3,129
| +16% | +$350K | 1.67% | 10 |
|
|
2022
Q4 | $2.32M | Sell |
19,706
-674
| -3% | -$79.2K | 1.36% | 19 |
|
|
2022
Q3 | $1.83M | Sell |
20,380
-929
| -4% | -$83.4K | 1.27% | 16 |
|
|
2022
Q2 | $2.02M | Buy |
21,309
+7,923
| +59% | +$752K | 1.32% | 13 |
|
|
2022
Q1 | $1.76M | Buy |
13,386
+7,245
| +118% | +$953K | 0.77% | 51 |
|
|
2021
Q4 | $981K | Buy |
6,141
+389
| +7% | +$62.1K | 0.45% | 78 |
|
|
2021
Q3 | $748K | Buy |
5,752
+84
| +1% | +$10.9K | 0.38% | 92 |
|
|
2021
Q2 | $740K | Buy |
+5,668
| New | +$740K | 0.38% | 89 |
|