Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.3M | Sell |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $291K | Buy |
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