LWM
Lodestone Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
30,803
+15,015
| +95% | +$2.41M | 2.41% | 5 |
|
|
2025
Q1 | $2.62M | Sell |
15,788
-3,547
| -18% | -$589K | 1.4% | 19 |
|
|
2024
Q4 | $3.33M | Sell |
19,335
-268
| -1% | -$46.2K | 1.67% | 15 |
|
|
2024
Q3 | $3.31M | Sell |
19,603
-111
| -0.6% | -$18.8K | 1.66% | 17 |
|
|
2024
Q2 | $2.99M | Sell |
19,714
-90
| -0.5% | -$13.7K | 1.58% | 16 |
|
|
2024
Q1 | $3.1M | Buy |
19,804
+2
| +0% | +$313 | 1.63% | 16 |
|
|
2023
Q4 | $2.82M | Buy |
19,802
+454
| +2% | +$64.8K | 1.63% | 15 |
|
|
2023
Q3 | $2.09M | Sell |
19,348
-1,690
| -8% | -$183K | 1.46% | 19 |
|
|
2023
Q2 | $2.43M | Buy |
21,038
+3,676
| +21% | +$425K | 1.66% | 16 |
|
|
2023
Q1 | $1.94M | Sell |
17,362
-27
| -0.2% | -$3.02K | 1.5% | 17 |
|
|
2022
Q4 | $2.04M | Buy |
+17,389
| New | +$2.04M | 1.65% | 15 |
|