LFA
Legacy Financial Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,338
| Closed | -$388K | – | 406 |
|
|
2025
Q1 | $388K | Sell |
2,338
-192
| -8% | -$31.9K | 0.06% | 244 |
|
|
2024
Q4 | $436K | Buy |
2,530
+45
| +2% | +$7.75K | 0.07% | 215 |
|
|
2024
Q3 | $420K | Buy |
2,485
+24
| +1% | +$4.06K | 0.07% | 222 |
|
|
2024
Q2 | $374K | Buy |
2,461
+104
| +4% | +$15.8K | 0.07% | 220 |
|
|
2024
Q1 | $369K | Buy |
2,357
+74
| +3% | +$11.6K | 0.07% | 211 |
|
|
2023
Q4 | $326K | Buy |
2,283
+61
| +3% | +$8.7K | 0.06% | 220 |
|
|
2023
Q3 | $240K | Buy |
2,222
+370
| +20% | +$40K | 0.05% | 230 |
|
|
2023
Q2 | $214K | Buy |
+1,852
| New | +$214K | 0.04% | 240 |
|
|
2023
Q1 | – | Sell |
-1,882
| Closed | -$221K | – | 266 |
|
|
2022
Q4 | $221K | Buy |
+1,882
| New | +$221K | 0.05% | 218 |
|
|
2019
Q2 | – | Sell |
-206
| Closed | -$38K | – | 782 |
|
|
2019
Q1 | $38K | Buy |
206
+31
| +18% | +$5.72K | 0.01% | 321 |
|
|
2018
Q4 | $29K | Sell |
175
-28
| -14% | -$4.64K | 0.01% | 344 |
|
|
2018
Q3 | $35K | Sell |
203
-28
| -12% | -$4.83K | 0.01% | 290 |
|
|
2018
Q2 | $40K | Buy |
231
+28
| +14% | +$4.85K | 0.02% | 276 |
|
|
2018
Q1 | $31K | Buy |
203
+14
| +7% | +$2.14K | 0.01% | 301 |
|
|
2017
Q4 | $32K | Buy |
+189
| New | +$32K | 0.01% | 301 |
|