Longfellow Investment 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 | $426K | Hold |
2,648
| – | – | 0.11% | 119 |
|
|
2025
Q1 | $440K | Buy |
+2,648
| New | +$440K | 0.11% | 108 |
|
|
2023
Q4 | – | Sell |
-2,441
| Closed | -$264K | – | 267 |
|
|
2023
Q3 | $264K | Sell |
2,441
-1,107
| -31% | -$120K | 0.07% | 112 |
|
|
2023
Q2 | $410K | Buy |
3,548
+144
| +4% | +$16.6K | 0.09% | 110 |
|
|
2023
Q1 | $381K | Hold |
3,404
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $400K | Hold |
3,404
| – | – | 0.09% | 124 |
|
|
2022
Q3 | $306K | Hold |
3,404
| – | – | 0.06% | 159 |
|
|
2022
Q2 | $324K | Buy |
3,404
+2,143
| +170% | +$204K | 0.07% | 164 |
|
|
2022
Q1 | $166K | Hold |
1,261
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $202K | Hold |
1,261
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $164K | Hold |
1,261
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $165K | Sell |
1,261
-1,468
| -54% | -$192K | 0.02% | 247 |
|
|
2021
Q1 | $311K | Buy |
2,729
+665
| +32% | +$75.8K | 0.04% | 284 |
|
|
2020
Q4 | $177K | Buy |
+2,064
| New | +$177K | 0.02% | 276 |
|