Jeppson Wealth 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 | $1.73M | Buy |
10,784
+1,483
| +16% | +$238K | 0.6% | 44 |
|
|
2025
Q1 | $1.54M | Sell |
9,301
-379
| -4% | -$62.9K | 0.57% | 47 |
|
|
2024
Q4 | $1.67M | Sell |
9,680
-250
| -3% | -$43.1K | 0.6% | 42 |
|
|
2024
Q3 | $1.68M | Sell |
9,930
-5
| -0.1% | -$845 | 0.6% | 42 |
|
|
2024
Q2 | $1.51M | Sell |
9,935
-46
| -0.5% | -$6.98K | 0.58% | 46 |
|
|
2024
Q1 | $1.56M | Sell |
9,981
-316
| -3% | -$49.5K | 0.61% | 45 |
|
|
2023
Q4 | $1.47M | Buy |
10,297
+152
| +1% | +$21.7K | 0.61% | 44 |
|
|
2023
Q3 | $1.1M | Buy |
10,145
+50
| +0.5% | +$5.4K | 0.5% | 53 |
|
|
2023
Q2 | $1.17M | Sell |
10,095
-825
| -8% | -$95.3K | 0.51% | 50 |
|
|
2023
Q1 | $1.22M | Sell |
10,920
-149
| -1% | -$16.7K | 0.53% | 45 |
|
|
2022
Q4 | $1.3M | Buy |
11,069
+430
| +4% | +$50.5K | 0.55% | 43 |
|
|
2022
Q3 | $955K | Buy |
10,639
+331
| +3% | +$29.7K | 0.43% | 53 |
|
|
2022
Q2 | $978K | Buy |
10,308
+486
| +5% | +$46.1K | 0.42% | 56 |
|
|
2022
Q1 | $1.29M | Buy |
9,822
+1,812
| +23% | +$238K | 0.6% | 39 |
|
|
2021
Q4 | $1.28M | Sell |
8,010
-330
| -4% | -$52.7K | 0.62% | 36 |
|
|
2021
Q3 | $1.08M | Buy |
8,340
+20
| +0.2% | +$2.6K | 0.56% | 44 |
|
|
2021
Q2 | $1.09M | Sell |
8,320
-80
| -1% | -$10.4K | 0.59% | 46 |
|
|
2021
Q1 | $955K | Sell |
8,400
-125
| -1% | -$14.2K | 0.57% | 47 |
|
|
2020
Q4 | $727K | Buy |
8,525
+1,845
| +28% | +$157K | 0.48% | 54 |
|
|
2020
Q3 | $432K | Buy |
+6,680
| New | +$432K | 0.34% | 73 |
|