Glass Jacobson Investment 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 | $57.1K | Sell |
355
-2,287
| -87% | -$368K | 0.02% | 281 |
|
|
2025
Q1 | $455K | Hold |
2,642
| – | – | 0.15% | 154 |
|
|
2024
Q4 | $455K | Buy |
2,642
+40
| +2% | +$6.89K | 0.15% | 154 |
|
|
2024
Q3 | $440K | Sell |
2,602
-75
| -3% | -$12.7K | 0.15% | 151 |
|
|
2024
Q2 | $406K | Hold |
2,677
| – | – | 0.15% | 154 |
|
|
2024
Q1 | $419K | Sell |
2,677
-100
| -4% | -$15.6K | 0.16% | 143 |
|
|
2023
Q4 | $396K | Sell |
2,777
-100
| -3% | -$14.3K | 0.16% | 144 |
|
|
2023
Q3 | $311K | Sell |
2,877
-225
| -7% | -$24.3K | 0.14% | 158 |
|
|
2023
Q2 | $358K | Buy |
+3,102
| New | +$358K | 0.16% | 150 |
|
|
2022
Q4 | $379K | Buy |
+3,222
| New | +$379K | 0.19% | 144 |
|