Journey Strategic Wealth’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 | $453K | Buy |
2,816
+428
| +18% | +$68.8K | 0.01% | 313 |
|
|
2025
Q1 | $397K | Buy |
2,388
+42
| +2% | +$6.98K | 0.01% | 277 |
|
|
2024
Q4 | $404K | Buy |
2,346
+8
| +0.3% | +$1.38K | 0.02% | 268 |
|
|
2024
Q3 | $395K | Buy |
2,338
+181
| +8% | +$30.6K | 0.01% | 262 |
|
|
2024
Q2 | $327K | Buy |
+2,157
| New | +$327K | 0.01% | 228 |
|
|
2023
Q2 | – | Sell |
-2,822
| Closed | -$316K | – | 262 |
|
|
2023
Q1 | $316K | Buy |
2,822
+378
| +15% | +$42.3K | 0.03% | 149 |
|
|
2022
Q4 | $287K | Buy |
2,444
+150
| +7% | +$17.6K | 0.03% | 147 |
|
|
2022
Q3 | $205K | Buy |
+2,294
| New | +$205K | 0.03% | 154 |
|
|
2022
Q2 | – | Sell |
-2,280
| Closed | -$300K | – | 201 |
|
|
2022
Q1 | $300K | Buy |
2,280
+90
| +4% | +$11.8K | 0.03% | 99 |
|
|
2021
Q4 | $350K | Buy |
+2,190
| New | +$350K | 0.04% | 108 |
|