Lafayette Investments’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 | $326K | Hold |
2,025
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $336K | Hold |
2,025
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $349K | Sell |
2,025
-100
| -5% | -$17.2K | 0.07% | 107 |
|
|
2024
Q3 | $359K | Hold |
2,125
| – | – | 0.08% | 105 |
|
|
2024
Q2 | $323K | Hold |
2,125
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $333K | Hold |
2,125
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $303K | Sell |
2,125
-300
| -12% | -$42.8K | 0.08% | 107 |
|
|
2023
Q3 | $262K | Hold |
2,425
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $280K | Hold |
2,425
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $272K | Sell |
2,425
-1,175
| -33% | -$132K | 0.08% | 100 |
|
|
2022
Q4 | $423K | Hold |
3,600
| – | – | 0.12% | 86 |
|
|
2022
Q3 | $323K | Hold |
3,600
| – | – | 0.1% | 90 |
|
|
2022
Q2 | $342K | Buy |
3,600
+850
| +31% | +$80.8K | 0.1% | 88 |
|
|
2022
Q1 | $362K | Hold |
2,750
| – | – | 0.09% | 95 |
|
|
2021
Q4 | $439K | Hold |
2,750
| – | – | 0.11% | 89 |
|
|
2021
Q3 | $357K | Hold |
2,750
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $359K | Buy |
+2,750
| New | +$359K | 0.1% | 89 |
|