KFS
Kaizen Financial Strategies’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
2,287
+139
| +6% | +$22.3K | 0.19% | 99 |
|
|
2025
Q1 | $357K | Buy |
2,148
+27
| +1% | +$4.48K | 0.21% | 91 |
|
|
2024
Q4 | $365K | Buy |
2,121
+24
| +1% | +$4.13K | 0.21% | 84 |
|
|
2024
Q3 | $354K | Sell |
2,097
-410
| -16% | -$69.3K | 0.21% | 85 |
|
|
2024
Q2 | $388K | Buy |
2,507
+55
| +2% | +$8.52K | 0.24% | 70 |
|
|
2024
Q1 | $384K | Buy |
2,452
+32
| +1% | +$5.01K | 0.26% | 71 |
|
|
2023
Q4 | $345K | Buy |
2,420
+43
| +2% | +$6.13K | 0.26% | 64 |
|
|
2023
Q3 | $257K | Hold |
2,377
| – | – | 0.22% | 81 |
|
|
2023
Q2 | $291K | Buy |
2,377
+73
| +3% | +$8.94K | 0.25% | 70 |
|
|
2023
Q1 | $258K | Sell |
2,304
-55
| -2% | -$6.16K | 0.25% | 74 |
|
|
2022
Q4 | $296K | Sell |
2,359
-278
| -11% | -$34.9K | 0.29% | 74 |
|
|
2022
Q3 | $237K | Buy |
+2,637
| New | +$237K | 0.24% | 95 |
|
|
2022
Q2 | – | Sell |
-1,589
| Closed | -$209K | – | 136 |
|
|
2022
Q1 | $209K | Buy |
1,589
+16
| +1% | +$2.1K | 0.16% | 124 |
|
|
2021
Q4 | $251K | Buy |
1,573
+12
| +0.8% | +$1.92K | 0.19% | 118 |
|
|
2021
Q3 | $203K | Buy |
+1,561
| New | +$203K | 0.16% | 137 |
|