HighPoint Advisor Group’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
3,539
+68
+2% +$10.9K 0.03% 347
2025
Q1
$544K Buy
3,471
+75
+2% +$11.8K 0.03% 336
2024
Q4
$626K Buy
3,396
+60
+2% +$11.1K 0.03% 328
2024
Q3
$559K Buy
3,336
+37
+1% +$6.21K 0.03% 335
2024
Q2
$511K Buy
3,299
+44
+1% +$6.82K 0.03% 344
2024
Q1
$478K Buy
3,255
+42
+1% +$6.17K 0.03% 354
2023
Q4
$485K Buy
+3,213
New +$485K 0.03% 360