LTI
Laffer Tengler Investments’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+1,487
| New | +$239K | 0.04% | 152 |
|
|
2024
Q4 | – | Sell |
-1,766
| Closed | -$298K | – | 170 |
|
|
2024
Q3 | $298K | Hold |
1,766
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $268K | Buy |
1,766
+751
| +74% | +$114K | 0.06% | 151 |
|
|
2024
Q1 | $159K | Buy |
1,015
+79
| +8% | +$12.4K | 0.04% | 163 |
|
|
2023
Q4 | $134K | Sell |
936
-2
| -0.2% | -$285 | 0.04% | 171 |
|
|
2023
Q3 | $101K | Buy |
938
+309
| +49% | +$33.4K | 0.03% | 177 |
|
|
2023
Q2 | $72.6K | Buy |
+629
| New | +$72.6K | 0.02% | 276 |
|
|
2020
Q1 | – | Sell |
-4,729
| Closed | -$704K | – | 135 |
|
|
2019
Q4 | $704K | Buy |
+4,729
| New | +$704K | 0.47% | 66 |
|
|
2016
Q4 | – | Sell |
-9,192
| Closed | -$1.9M | – | 280 |
|
|
2016
Q3 | $1.9M | Hold |
9,192
| – | – | 0.53% | 65 |
|
|
2016
Q2 | $1.99M | Buy |
+9,192
| New | +$1.99M | 0.57% | 60 |
|