International Assets Investment Management’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
$457K Sell
2,840
-195
-6% -$31.3K 0.04% 469
2025
Q1
$504K Buy
3,035
+283
+10% +$47K 0.04% 403
2024
Q4
$478K Sell
2,752
-889,333
-100% -$154M 0.04% 420
2024
Q3
$6.09K Buy
892,085
+887,356
+18,764% +$6.06K 0.02% 528
2024
Q2
$718K Sell
4,729
-271
-5% -$41.1K 0.07% 280
2024
Q1
$767K Sell
5,000
-1,454
-23% -$223K 0.08% 252
2023
Q4
$921K Sell
6,454
-454
-7% -$64.8K 0.12% 192
2023
Q3
$747K Sell
6,908
-3,048
-31% -$330K 0.1% 190
2023
Q2
$1.15M Buy
9,956
+102
+1% +$11.8K 0.15% 131
2023
Q1
$1.1M Sell
9,854
-4,928
-33% -$552K 0.16% 126
2022
Q4
$1.74M Buy
+14,782
New +$1.74M 0.18% 118
2022
Q2
Sell
-1,747
Closed -$230K 545
2022
Q1
$230K Buy
1,747
+77
+5% +$10.1K 0.04% 386
2021
Q4
$267K Buy
1,670
+63
+4% +$10.1K 0.05% 376
2021
Q3
$209K Sell
1,607
-252
-14% -$32.8K 0.04% 435
2021
Q2
$243K Sell
1,859
-2,482
-57% -$324K 0.04% 376
2021
Q1
$423K Buy
4,341
+1,824
+72% +$178K 0.04% 366
2020
Q4
$215K Buy
+2,517
New +$215K 0.04% 356