Kozak & Associates’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 | $51.1K | Buy |
314
+4
| +1% | +$651 | 0.01% | 149 |
|
|
2025
Q1 | $46.4K | Buy |
310
+4
| +1% | +$599 | 0.01% | 133 |
|
|
2024
Q4 | $53.8K | Buy |
306
+4
| +1% | +$704 | 0.01% | 130 |
|
|
2024
Q3 | $52.9K | Buy |
302
+4
| +1% | +$700 | 0.01% | 130 |
|
|
2024
Q2 | $44.3K | Buy |
298
+3
| +1% | +$445 | 0.01% | 133 |
|
|
2024
Q1 | $43.8K | Buy |
295
+29
| +11% | +$4.31K | 0.01% | 135 |
|
|
2023
Q4 | $38.7K | Buy |
266
+3
| +1% | +$437 | 0.01% | 145 |
|
|
2023
Q3 | $27.4K | Buy |
263
+5
| +2% | +$521 | 0.01% | 174 |
|
|
2023
Q2 | $30.2K | Buy |
258
+8
| +3% | +$937 | 0.01% | 169 |
|
|
2023
Q1 | $28K | Sell |
250
-108
| -30% | -$12.1K | 0.01% | 180 |
|
|
2022
Q4 | $42K | Hold |
358
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $34K | Sell |
358
-691
| -66% | -$65.6K | 0.02% | 162 |
|
|
2022
Q2 | $100K | Buy |
1,049
+34
| +3% | +$3.24K | 0.07% | 103 |
|
|
2022
Q1 | $135K | Hold |
1,015
| – | – | 0.09% | 96 |
|
|
2021
Q4 | $135K | Buy |
1,015
+1
| +0.1% | +$133 | 0.09% | 96 |
|
|
2021
Q3 | $169K | Buy |
+1,014
| New | +$169K | 0.1% | 86 |
|