Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Simon Property Group SPG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-219
Closed -$23.7K – 440
2023
Q3 		$23.7K Buy
+219
New +$25.6K 0.01% 253

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Legacy Financial Group (Iowa)'s SPG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 219 shares — an estimated $23.7K sold.

Legacy Financial Group (Iowa) first reported a position in SPG in Q3 2023 and held it in 1 quarter. The position peaked at $23.7K in Q3 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 219 Simon Property Group shares in Q4 2023, an estimated $23.7K.
  • Legacy Financial Group (Iowa) first reported a position in Simon Property Group in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Simon Property Group position peaked at $23.7K in Q3 2023.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.