Kozak & Associates’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 | $57.4K | Buy |
|
|||||
|
2025
Q2 | $51.1K | Buy |
|
|||||
|
2025
Q1 | $46.4K | Buy |
|
|||||
|
2024
Q4 | $53.8K | Buy |
|
|||||
|
2024
Q3 | $52.9K | Buy |
|
|||||
|
2024
Q2 | $44.3K | Buy |
|
|||||
|
2024
Q1 | $43.8K | Buy |
|
|||||
|
2023
Q4 | $38.7K | Buy |
|
|||||
|
2023
Q3 | $27.4K | Buy |
|
|||||
|
2023
Q2 | $30.2K | Buy |
|
|||||
|
2023
Q1 | $28K | Sell |
|
|||||
|
2022
Q4 | $42K | Hold |
|
|||||
|
2022
Q3 | $34K | Sell |
|
|||||
|
2022
Q2 | $100K | Buy |
|
|||||
|
2022
Q1 | $135K | Hold |
|
|||||
|
2021
Q4 | $135K | Buy |
|
|||||
|
2021
Q3 | $169K | Buy |
|