LRI Investments’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 | $336K | Sell |
2,089
-172
| -8% | -$27.7K | 0.03% | 219 |
|
|
2025
Q1 | $376K | Buy |
2,261
+9
| +0.4% | +$1.5K | 0.04% | 191 |
|
|
2024
Q4 | $388K | Hold |
2,252
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $402K | Hold |
2,252
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $342K | Hold |
2,252
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $352K | Buy |
+2,252
| New | +$352K | 0.09% | 96 |
|