Kestra Private Wealth Services’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 | $2.79M | Buy |
17,339
+1,644
| +10% | +$264K | 0.04% | 410 |
|
|
2025
Q1 | $2.61M | Sell |
15,695
-198
| -1% | -$32.9K | 0.04% | 390 |
|
|
2024
Q4 | $2.74M | Buy |
15,893
+12,758
| +407% | +$2.2M | 0.05% | 357 |
|
|
2024
Q3 | $530K | Sell |
3,135
-1,348
| -30% | -$228K | 0.01% | 852 |
|
|
2024
Q2 | $681K | Sell |
4,483
-86
| -2% | -$13.1K | 0.01% | 712 |
|
|
2024
Q1 | $715K | Buy |
4,569
+1,990
| +77% | +$311K | 0.02% | 662 |
|
|
2023
Q4 | $368K | Buy |
+2,579
| New | +$368K | 0.01% | 858 |
|