Golden State Wealth Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.3K Hold
2025
Q1
$43.7K Hold
2024
Q4
$45.3K Buy
2020
Q3
Hold
2020
Q2
Sell
2020
Q1
$8K Buy
2019
Q4
Sell
2019
Q3
$26K Buy
2019
Q2
$26K Hold
2019
Q1
$31K Buy