Legacy Financial Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $35K | Sell |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $32K | Buy |
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