Freedom Investment Management’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 | – | Sell |
-1,958
| Closed | -$315K | – | 621 |
|
|
2025
Q2 | $315K | Sell |
1,958
-216
| -10% | -$34.1K | 0.03% | 576 |
|
|
2025
Q1 | $361K | Buy |
2,174
+78
| +4% | +$13.6K | 0.03% | 518 |
|
|
2024
Q4 | $361K | Sell |
2,096
-190
| -8% | -$33.3K | 0.03% | 534 |
|
|
2024
Q3 | $386K | Sell |
2,286
-41
| -2% | -$6.49K | 0.03% | 512 |
|
|
2024
Q2 | $353K | Sell |
2,327
-674
| -22% | -$99.3K | 0.03% | 526 |
|
|
2024
Q1 | $470K | Sell |
3,001
-202
| -6% | -$29.6K | 0.04% | 455 |
|
|
2023
Q4 | $457K | Sell |
3,203
-411
| -11% | -$49.7K | 0.04% | 458 |
|
|
2023
Q3 | $390K | Sell |
3,614
-382
| -10% | -$44.7K | 0.05% | 428 |
|
|
2023
Q2 | $461K | Sell |
3,996
-89
| -2% | -$9.69K | 0.05% | 415 |
|
|
2023
Q1 | $457K | Sell |
4,085
-5,647
| -58% | -$674K | 0.05% | 426 |
|
|
2022
Q4 | $1.14M | Buy |
9,732
+1,353
| +16% | +$150K | 0.13% | 228 |
|
|
2022
Q3 | $752K | Buy |
8,379
+295
| +4% | +$30.2K | 0.09% | 301 |
|
|
2022
Q2 | $767K | Buy |
8,084
+2,591
| +47% | +$297K | 0.08% | 314 |
|
|
2022
Q1 | $723K | Buy |
5,493
+1,978
| +56% | +$282K | 0.06% | 371 |
|
|
2021
Q4 | $562K | Sell |
3,515
-676
| -16% | -$103K | 0.04% | 490 |
|
|
2021
Q3 | $545K | Buy |
+4,191
| New | +$545K | 0.04% | 477 |
|
|
2020
Q2 | – | Sell |
-1,716
| Closed | -$242K | – | 678 |
|
|
2020
Q1 | $242K | Buy |
1,716
+361
| +27% | +$43.2K | 0.02% | 573 |
|
|
2019
Q4 | $202K | Buy |
+1,355
| New | +$203K | 0.02% | 616 |
|
|
2016
Q2 | – | Sell |
-1,367
| Closed | -$284K | – | 893 |
|
|
2016
Q1 | $284K | Buy |
+1,367
| New | +$263K | 0.02% | 568 |
|
Other funds holding SPG
