Frank Rimerman 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
$1.2M Sell
7,475
-350
-4% -$56.3K 0.08% 185
2025
Q1
$1.3M Sell
7,825
-206
-3% -$34.2K 0.1% 163
2024
Q4
$1.38M Buy
8,031
+207
+3% +$35.6K 0.1% 146
2024
Q3
$1.32M Buy
7,824
+41
+0.5% +$6.93K 0.09% 173
2024
Q2
$1.18M Buy
+7,783
New +$1.18M 0.08% 190