Future Financial Wealth Management’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 | $655K | Buy |
4,072
+7
| +0.2% | +$1.13K | 0.45% | 45 |
|
|
2025
Q1 | $675K | Buy |
4,065
+36
| +0.9% | +$5.98K | 0.5% | 43 |
|
|
2024
Q4 | $694K | Sell |
4,029
-193
| -5% | -$33.2K | 0.51% | 39 |
|
|
2024
Q3 | $714K | Sell |
4,222
-1,994
| -32% | -$337K | 0.51% | 41 |
|
|
2024
Q2 | $944K | Sell |
6,216
-506
| -8% | -$76.8K | 0.83% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
6,722
-84
| -1% | -$13.1K | 0.81% | 30 |
|
|
2023
Q4 | $971K | Buy |
6,806
+1,145
| +20% | +$163K | 0.96% | 31 |
|
|
2023
Q3 | $612K | Buy |
5,661
+205
| +4% | +$22.1K | 0.68% | 38 |
|
|
2023
Q2 | $630K | Buy |
5,456
+7
| +0.1% | +$808 | 0.66% | 37 |
|
|
2023
Q1 | $613K | Sell |
5,449
-1,489
| -21% | -$167K | 0.68% | 40 |
|
|
2022
Q4 | $815K | Buy |
6,938
+327
| +5% | +$38.4K | 0.93% | 36 |
|
|
2022
Q3 | $628K | Buy |
6,611
+94
| +1% | +$8.93K | 0.72% | 45 |
|
|
2022
Q2 | $857K | Hold |
6,517
| – | – | 0.84% | 43 |
|
|
2022
Q1 | $857K | Hold |
6,517
| – | – | 0.71% | 43 |
|
|
2021
Q4 | $1.05M | Sell |
6,517
-840
| -11% | -$135K | 0.84% | 33 |
|
|
2021
Q3 | $960K | Hold |
7,357
| – | – | 0.99% | 36 |
|
|
2021
Q2 | $960K | Buy |
7,357
+3
| +0% | +$391 | 0.99% | 36 |
|
|
2021
Q1 | $837K | Buy |
7,354
+4
| +0.1% | +$455 | 0.96% | 29 |
|
|
2020
Q4 | $627K | Buy |
+7,350
| New | +$627K | 0.72% | 44 |
|