Kaizen Financial Strategies’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
Q2 | $368K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $203K | Buy |
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