KG&L 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 | $1.27M | Sell |
8,237
-1,200
| -13% | -$185K | 0.37% | 57 |
|
|
2025
Q1 | $1.51M | Sell |
9,437
-1,605
| -15% | -$256K | 0.49% | 48 |
|
|
2024
Q4 | $1.83M | Sell |
11,042
-39
| -0.4% | -$6.47K | 0.59% | 39 |
|
|
2024
Q3 | $1.81M | Sell |
11,081
-1,200
| -10% | -$196K | 0.58% | 38 |
|
|
2024
Q2 | $1.82M | Hold |
12,281
| – | – | 0.63% | 35 |
|
|
2024
Q1 | $1.87M | Hold |
12,281
| – | – | 0.74% | 30 |
|
|
2023
Q4 | $1.72M | Sell |
12,281
-50
| -0.4% | -$7K | 0.72% | 30 |
|
|
2023
Q3 | $1.34M | Sell |
12,331
-199
| -2% | -$21.6K | 0.65% | 35 |
|
|
2023
Q2 | $1.45M | Buy |
12,530
+100
| +0.8% | +$11.5K | 0.69% | 35 |
|
|
2023
Q1 | $1.39M | Sell |
12,430
-113
| -0.9% | -$12.7K | 0.73% | 33 |
|
|
2022
Q4 | $1.47M | Sell |
12,543
-1,180
| -9% | -$139K | 0.85% | 26 |
|
|
2022
Q3 | $1.23M | Buy |
13,723
+1,470
| +12% | +$132K | 0.7% | 35 |
|
|
2022
Q2 | $1.16M | Buy |
12,253
+1,300
| +12% | +$123K | 0.63% | 39 |
|
|
2022
Q1 | $1.44M | Buy |
10,953
+200
| +2% | +$26.3K | 0.6% | 43 |
|
|
2021
Q4 | $1.72M | Hold |
10,753
| – | – | 0.69% | 38 |
|
|
2021
Q3 | $1.4M | Buy |
10,753
+500
| +5% | +$65K | 0.61% | 47 |
|
|
2021
Q2 | $1.34M | Hold |
10,253
| – | – | 0.61% | 44 |
|
|
2021
Q1 | $1.17M | Sell |
10,253
-690
| -6% | -$78.5K | 0.58% | 45 |
|
|
2020
Q4 | $933K | Buy |
10,943
+2,783
| +34% | +$237K | 0.51% | 46 |
|
|
2020
Q3 | $527K | Buy |
+8,160
| New | +$527K | 0.33% | 59 |
|