Gallagher Fiduciary 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 | $717K | Sell |
4,461
-169
| -4% | -$27.2K | 0.03% | 124 |
|
|
2025
Q1 | $769K | Buy |
4,630
+121
| +3% | +$20.1K | 0.03% | 114 |
|
|
2024
Q4 | $777K | Buy |
4,509
+307
| +7% | +$52.9K | 0.15% | 84 |
|
|
2024
Q3 | $710K | Sell |
4,202
-573
| -12% | -$96.9K | 0.14% | 79 |
|
|
2024
Q2 | $725K | Buy |
4,775
+30
| +0.6% | +$4.55K | 0.16% | 72 |
|
|
2024
Q1 | $743K | Sell |
4,745
-424
| -8% | -$66.4K | 0.03% | 79 |
|
|
2023
Q4 | $737K | Sell |
5,169
-848
| -14% | -$121K | 0.03% | 76 |
|
|
2023
Q3 | $650K | Sell |
6,017
-427
| -7% | -$46.1K | 0.06% | 75 |
|
|
2023
Q2 | $745K | Buy |
6,444
+9
| +0.1% | +$1.04K | 0.06% | 81 |
|
|
2023
Q1 | $721K | Buy |
+6,435
| New | +$721K | 0.06% | 97 |
|