Global Financial Private Client’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 | – | Sell |
-127
| Closed | -$21.1K | – | 1389 |
|
|
2025
Q1 | $21.1K | Hold |
127
| – | – | 0.01% | 439 |
|
|
2024
Q4 | $21.9K | Sell |
127
-1
| -0.8% | -$172 | 0.01% | 420 |
|
|
2024
Q3 | $21.6K | Buy |
+128
| New | +$21.6K | 0.01% | 418 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$5.07K | – | 516 |
|
|
2020
Q2 | $5.07K | Sell |
72
-169
| -70% | -$11.9K | ﹤0.01% | 389 |
|
|
2020
Q1 | $11.4K | Hold |
241
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $36K | Buy |
+241
| New | +$36K | 0.03% | 277 |
|