HB Wealth Management’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 | $948K | Sell |
5,895
-635
| -10% | -$102K | 0.01% | 529 |
|
|
2025
Q1 | $1.08M | Buy |
6,530
+679
| +12% | +$113K | 0.01% | 507 |
|
|
2024
Q4 | $1.01M | Buy |
5,851
+718
| +14% | +$124K | 0.01% | 412 |
|
|
2024
Q3 | $868K | Buy |
5,133
+513
| +11% | +$86.7K | 0.01% | 426 |
|
|
2024
Q2 | $701K | Buy |
4,620
+611
| +15% | +$92.8K | 0.01% | 444 |
|
|
2024
Q1 | $627K | Sell |
4,009
-759
| -16% | -$119K | 0.01% | 438 |
|
|
2023
Q4 | $680K | Buy |
4,768
+1,290
| +37% | +$184K | 0.01% | 387 |
|
|
2023
Q3 | $376K | Sell |
3,478
-328
| -9% | -$35.4K | 0.01% | 510 |
|
|
2023
Q2 | $440K | Buy |
3,806
+1,343
| +55% | +$155K | 0.01% | 447 |
|
|
2023
Q1 | $276K | Sell |
2,463
-336
| -12% | -$37.6K | ﹤0.01% | 558 |
|
|
2022
Q4 | $329K | Buy |
+2,799
| New | +$329K | 0.01% | 493 |
|
|
2022
Q1 | – | Sell |
-1,595
| Closed | -$255K | – | 609 |
|
|
2021
Q4 | $255K | Buy |
+1,595
| New | +$255K | 0.01% | 426 |
|