LJI Wealth Management’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
Q3 | $300K | Sell |
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|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $318K | Sell |
|
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|
2024
Q3 | $364K | Hold |
|
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|
2024
Q2 | $327K | Hold |
|
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $262K | Buy |
|