Merit Financial Group’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 | $1.09M | Buy |
6,779
+2,314
| +52% | +$372K | 0.01% | 746 |
|
|
2025
Q1 | $742K | Buy |
4,465
+2,049
| +85% | +$340K | 0.01% | 770 |
|
|
2024
Q4 | $416K | Buy |
+2,416
| New | +$416K | 0.01% | 782 |
|
|
2024
Q3 | – | Sell |
-1,955
| Closed | -$297K | – | 940 |
|
|
2024
Q2 | $297K | Sell |
1,955
-437
| -18% | -$66.3K | 0.01% | 731 |
|
|
2024
Q1 | $342K | Sell |
2,392
-199
| -8% | -$28.4K | 0.01% | 662 |
|
|
2023
Q4 | $370K | Sell |
2,591
-383
| -13% | -$54.6K | 0.01% | 562 |
|
|
2023
Q3 | $321K | Sell |
2,974
-7,336
| -71% | -$793K | 0.01% | 568 |
|
|
2023
Q2 | $1.19M | Buy |
+10,310
| New | +$1.19M | 0.04% | 304 |
|