LJI Wealth Management’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 | $297K | Hold |
1,849
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $307K | Hold |
1,849
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $318K | Sell |
1,849
-302
| -14% | -$52K | 0.06% | 126 |
|
|
2024
Q3 | $364K | Hold |
2,151
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $327K | Hold |
2,151
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $337K | Sell |
2,151
-80
| -4% | -$12.5K | 0.09% | 110 |
|
|
2023
Q4 | $318K | Hold |
2,231
| – | – | 0.08% | 129 |
|
|
2023
Q3 | $241K | Hold |
2,231
| – | – | 0.07% | 143 |
|
|
2023
Q2 | $258K | Hold |
2,231
| – | – | 0.08% | 130 |
|
|
2023
Q1 | $250K | Hold |
2,231
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $262K | Buy |
+2,231
| New | +$262K | 0.09% | 113 |
|