JDM Financial Group’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 | $540K | Buy |
3,357
+794
| +31% | +$128K | 0.25% | 34 |
|
|
2025
Q1 | $426K | Buy |
2,563
+8
| +0.3% | +$1.33K | 0.22% | 37 |
|
|
2024
Q4 | $440K | Sell |
2,555
-111
| -4% | -$19.1K | 0.23% | 34 |
|
|
2024
Q3 | $451K | Sell |
2,666
-1,047
| -28% | -$177K | 0.25% | 31 |
|
|
2024
Q2 | $564K | Buy |
3,713
+18
| +0.5% | +$2.73K | 0.38% | 24 |
|
|
2024
Q1 | $578K | Buy |
3,695
+9
| +0.2% | +$1.41K | 0.42% | 22 |
|
|
2023
Q4 | $526K | Buy |
3,686
+12
| +0.3% | +$1.71K | 0.44% | 21 |
|
|
2023
Q3 | $397K | Hold |
3,674
| – | – | 0.37% | 25 |
|
|
2023
Q2 | $424K | Buy |
3,674
+28
| +0.8% | +$3.23K | 0.37% | 23 |
|
|
2023
Q1 | $408K | Sell |
3,646
-1,034
| -22% | -$116K | 0.38% | 22 |
|
|
2022
Q4 | $550K | Buy |
+4,680
| New | +$550K | 0.53% | 19 |
|