KMG Fiduciary Partners’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 | $231K | Buy |
1,439
+46
| +3% | +$7.4K | 0.02% | 277 |
|
|
2025
Q1 | $231K | Buy |
1,393
+5
| +0.4% | +$830 | 0.02% | 268 |
|
|
2024
Q4 | $239K | Buy |
1,388
+1
| +0.1% | +$172 | 0.02% | 257 |
|
|
2024
Q3 | $234K | Buy |
1,387
+12
| +0.9% | +$2.03K | 0.02% | 254 |
|
|
2024
Q2 | $209K | Sell |
1,375
-19
| -1% | -$2.89K | 0.02% | 236 |
|
|
2024
Q1 | $218K | Sell |
1,394
-824
| -37% | -$129K | 0.02% | 231 |
|
|
2023
Q4 | $316K | Buy |
2,218
+46
| +2% | +$6.56K | 0.04% | 197 |
|
|
2023
Q3 | $235K | Hold |
2,172
| – | – | 0.03% | 213 |
|
|
2023
Q2 | $251K | Sell |
2,172
-1,629
| -43% | -$188K | 0.03% | 212 |
|
|
2023
Q1 | $426K | Sell |
3,801
-5,815
| -60% | -$651K | 0.06% | 180 |
|
|
2022
Q4 | $1.13M | Buy |
9,616
+21
| +0.2% | +$2.47K | 0.19% | 114 |
|
|
2022
Q3 | $861K | Sell |
9,595
-131
| -1% | -$11.8K | 0.17% | 111 |
|
|
2022
Q2 | $923K | Buy |
9,726
+3,059
| +46% | +$290K | 0.17% | 110 |
|
|
2022
Q1 | $877K | Buy |
6,667
+4,416
| +196% | +$581K | 0.14% | 117 |
|
|
2021
Q4 | $360K | Buy |
2,251
+198
| +10% | +$31.7K | 0.06% | 158 |
|
|
2021
Q3 | $267K | Buy |
2,053
+101
| +5% | +$13.1K | 0.05% | 176 |
|
|
2021
Q2 | $255K | Buy |
+1,952
| New | +$255K | 0.05% | 180 |
|