Golden State Equity Partners’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 | $1.39M | Buy |
8,616
+227
| +3% | +$36.5K | 0.26% | 87 |
|
|
2025
Q1 | $1.39M | Buy |
8,389
+2,971
| +55% | +$493K | 0.28% | 93 |
|
|
2024
Q4 | $933K | Buy |
5,418
+4,831
| +823% | +$832K | 0.18% | 141 |
|
|
2024
Q3 | $99.2K | Buy |
+587
| New | +$99.2K | 0.05% | 277 |
|
|
2022
Q1 | $439K | Sell |
3,338
-653
| -16% | -$85.9K | 0.22% | 115 |
|
|
2021
Q4 | $638K | Buy |
3,991
+1,716
| +75% | +$274K | 0.32% | 75 |
|
|
2021
Q3 | $296K | Sell |
2,275
-4,755
| -68% | -$619K | 0.12% | 170 |
|
|
2021
Q2 | $917K | Buy |
7,030
+156
| +2% | +$20.3K | 0.35% | 70 |
|
|
2021
Q1 | $782K | Buy |
6,874
+201
| +3% | +$22.9K | 0.45% | 68 |
|
|
2020
Q4 | $569K | Buy |
+6,673
| New | +$569K | 0.39% | 73 |
|