Larson Financial Group’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 | $1.18M | Buy |
7,330
+601
| +9% | +$96.6K | 0.05% | 271 |
|
|
2025
Q1 | $1.12M | Buy |
6,729
+2,923
| +77% | +$485K | 0.05% | 250 |
|
|
2024
Q4 | $655K | Buy |
3,806
+303
| +9% | +$52.2K | 0.03% | 300 |
|
|
2024
Q3 | $592K | Buy |
3,503
+381
| +12% | +$64.4K | 0.03% | 297 |
|
|
2024
Q2 | $474K | Buy |
3,122
+499
| +19% | +$75.8K | 0.03% | 280 |
|
|
2024
Q1 | $410K | Buy |
2,623
+34
| +1% | +$5.32K | 0.03% | 265 |
|
|
2023
Q4 | $369K | Buy |
2,589
+47
| +2% | +$6.7K | 0.03% | 259 |
|
|
2023
Q3 | $275K | Buy |
+2,542
| New | +$275K | 0.03% | 265 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$3K | – | 923 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $2K | Buy |
36
+1
| +3% | +$56 | ﹤0.01% | 613 |
|
|
2020
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 570 |
|