Intrua Financial’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
$336K Buy
2,088
+228
+12% +$36.7K 0.05% 271
2025
Q1
$309K Buy
1,860
+11
+0.6% +$1.83K 0.04% 270
2024
Q4
$318K Sell
1,849
-713
-28% -$123K 0.05% 266
2024
Q3
$433K Sell
2,562
-362
-12% -$61.2K 0.06% 243
2024
Q2
$444K Sell
2,924
-2,476
-46% -$376K 0.07% 245
2024
Q1
$845K Sell
5,400
-212
-4% -$33.2K 0.12% 157
2023
Q4
$800K Buy
5,612
+2,548
+83% +$363K 0.12% 157
2023
Q3
$331K Buy
3,064
+252
+9% +$27.2K 0.06% 254
2023
Q2
$325K Buy
2,812
+26
+0.9% +$3K 0.05% 262
2023
Q1
$296K Sell
2,786
-16
-0.6% -$1.7K 0.06% 255
2022
Q4
$339K Buy
2,802
+25
+0.9% +$3.02K 0.08% 235
2022
Q3
$249K Sell
2,777
-902
-25% -$80.9K 0.07% 259
2022
Q2
$349K Buy
3,679
+46
+1% +$4.36K 0.07% 264
2022
Q1
$478K Sell
3,633
-505
-12% -$66.4K 0.09% 236
2021
Q4
$661K Sell
4,138
-385
-9% -$61.5K 0.12% 175
2021
Q3
$651K Buy
+4,523
New +$651K 0.12% 174