Inspire Trust Company’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
$2.49M Buy
15,500
+1,500
+11% +$241K 0.51% 79
2025
Q1
$2.33M Buy
14,000
+1,500
+12% +$249K 0.55% 79
2024
Q4
$2.15M Hold
12,500
0.55% 79
2024
Q3
$2.11M Buy
12,500
+1,000
+9% +$169K 0.58% 71
2024
Q2
$1.75M Buy
11,500
+3,880
+51% +$589K 0.58% 68
2024
Q1
$1.19M Buy
7,620
+4,920
+182% +$770K 0.67% 58
2023
Q4
$385K Buy
+2,700
New +$385K 0.4% 73