Magnolia Capital Advisors’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
$450K Buy
2,799
+4
+0.1% +$643 0.11% 165
2025
Q1
$464K Sell
2,795
-6
-0.2% -$997 0.13% 157
2024
Q4
$482K Buy
2,801
+948
+51% +$163K 0.12% 161
2024
Q3
$313K Buy
+1,853
New +$313K 0.16% 116