Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Buy |
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|
2025
Q4 | $1.05M | Buy |
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|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $889K | Buy |
|
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|
2025
Q1 | $622K | Buy |
|
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $724K | Buy |
|
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.55M | Sell |
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|
2021
Q2 | $4.08M | Buy |
|
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|
2021
Q1 | $2.99M | Buy |
|
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $373K | Buy |
|