Insigneo Advisory Services’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
$764K Sell
4,751
-159
-3% -$25.6K 0.07% 234
2025
Q1
$815K Buy
4,910
+2,416
+97% +$401K 0.08% 198
2024
Q4
$429K Sell
2,494
-99
-4% -$17K 0.04% 329
2024
Q3
$438K Buy
2,593
+874
+51% +$148K 0.04% 342
2024
Q2
$254K Sell
1,719
-2,783
-62% -$412K 0.03% 446
2024
Q1
$705K Buy
4,502
+162
+4% +$25.4K 0.08% 204
2023
Q4
$619K Sell
4,340
-888
-17% -$127K 0.09% 205
2023
Q3
$565K Buy
5,228
+1,767
+51% +$191K 0.12% 168
2023
Q2
$400K Buy
3,461
+574
+20% +$66.3K 0.08% 236
2023
Q1
$314K Buy
2,887
+69
+2% +$7.52K 0.1% 203
2022
Q4
$331K Buy
+2,818
New +$331K 0.13% 175