HB 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
Q3 | $1.34M | Buy |
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|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Buy |
|