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 |
|