Kingsview Wealth Management’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
$7.23M Sell
2025
Q1
$36.7M Buy
2024
Q4
$257K Buy
2024
Q3
$252K Sell
2024
Q2
$249K Buy
2024
Q1
Sell
2023
Q4
$227K Buy
2023
Q2
Sell
2023
Q1
$2.88M Buy
2022
Q4
Sell
2022
Q3
$341K Buy
2022
Q2
$327K Buy
2022
Q1
$428K Buy
2020
Q4
Sell
2020
Q3
$257K Buy