Journey Strategic Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $350K | Buy |
|