Montag & Associates’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 | $113K | Hold |
702
| – | – | 0.01% | 459 |
|
|
2025
Q1 | $117K | Hold |
702
| – | – | 0.01% | 483 |
|
|
2024
Q4 | $121K | Hold |
702
| – | – | 0.01% | 476 |
|
|
2024
Q3 | $119K | Hold |
702
| – | – | 0.01% | 489 |
|
|
2024
Q2 | $107K | Hold |
702
| – | – | 0.01% | 484 |
|
|
2024
Q1 | $111K | Hold |
702
| – | – | 0.01% | 478 |
|
|
2023
Q4 | $100K | Hold |
702
| – | – | 0.01% | 473 |
|
|
2023
Q3 | $75.8K | Hold |
702
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $81.1K | Hold |
702
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $78.6K | Hold |
702
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $82.5K | Hold |
702
| – | – | 0.01% | 471 |
|
|
2022
Q3 | $63K | Buy |
+702
| New | +$63K | ﹤0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$2K | – | 885 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 809 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 856 |
|