Kathmere Capital 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 | – | Sell |
-1,953
| Closed | -$324K | – | 499 |
|
|
2025
Q1 | $324K | Sell |
1,953
-157
| -7% | -$26.1K | 0.03% | 307 |
|
|
2024
Q4 | $363K | Buy |
2,110
+48
| +2% | +$8.27K | 0.03% | 280 |
|
|
2024
Q3 | $349K | Buy |
2,062
+297
| +17% | +$50.2K | 0.03% | 266 |
|
|
2024
Q2 | $268K | Buy |
1,765
+356
| +25% | +$54K | 0.03% | 285 |
|
|
2024
Q1 | $220K | Buy |
+1,409
| New | +$220K | 0.03% | 295 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 365 |
|
|
2020
Q4 | $1K | Sell |
7
-367
| -98% | -$52.4K | ﹤0.01% | 399 |
|
|
2020
Q3 | $24K | Buy |
+374
| New | +$24K | 0.01% | 262 |
|