Greystone Financial Group’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 | $8.59M | Buy |
53,403
+6,816
| +15% | +$1.1M | 1.41% | 31 |
|
|
2025
Q1 | $7.74M | Buy |
46,587
+6,289
| +16% | +$1.04M | 1.4% | 34 |
|
|
2024
Q4 | $6.94M | Buy |
40,298
+597
| +2% | +$103K | 1.21% | 35 |
|
|
2024
Q3 | $6.71M | Buy |
39,701
+889
| +2% | +$150K | 1.2% | 35 |
|
|
2024
Q2 | $5.89M | Buy |
38,812
+328
| +0.9% | +$49.8K | 1.15% | 40 |
|
|
2024
Q1 | $6.02M | Sell |
38,484
-2,719
| -7% | -$425K | 1.2% | 36 |
|
|
2023
Q4 | $5.88M | Sell |
41,203
-4,468
| -10% | -$637K | 1.36% | 31 |
|
|
2023
Q3 | $4.93M | Sell |
45,671
-188
| -0.4% | -$20.3K | 1.23% | 36 |
|
|
2023
Q2 | $5.3M | Buy |
45,859
+444
| +1% | +$51.3K | 1.23% | 32 |
|
|
2023
Q1 | $5.09M | Sell |
45,415
-27,891
| -38% | -$3.12M | 1.28% | 35 |
|
|
2022
Q4 | $8.61M | Sell |
73,306
-1,338
| -2% | -$157K | 2.53% | 14 |
|
|
2022
Q3 | $6.7M | Buy |
74,644
+10,919
| +17% | +$980K | 2.27% | 25 |
|
|
2022
Q2 | $6.05M | Buy |
63,725
+6,715
| +12% | +$637K | 1.89% | 34 |
|
|
2022
Q1 | $7.5M | Buy |
57,010
+8,282
| +17% | +$1.09M | 1.9% | 33 |
|
|
2021
Q4 | $7.79M | Buy |
48,728
+6,090
| +14% | +$973K | 1.87% | 26 |
|
|
2021
Q3 | $5.54M | Sell |
42,638
-15,069
| -26% | -$1.96M | 1.65% | 24 |
|
|
2021
Q2 | $7.53M | Sell |
57,707
-97
| -0.2% | -$12.7K | 1.87% | 15 |
|
|
2021
Q1 | $7.09M | Sell |
57,804
-35,102
| -38% | -$4.3M | 1.78% | 27 |
|
|
2020
Q4 | $9.19M | Buy |
+92,906
| New | +$9.19M | 2.5% | 10 |
|