KMG Fiduciary Partners’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
Q3 | $271K | Buy |
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|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $861K | Sell |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $255K | Buy |
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