Monument Capital 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 | $367K | Sell |
2,281
-2,331
| -51% | -$375K | 0.1% | 147 |
|
|
2025
Q1 | $766K | Sell |
4,612
-309
| -6% | -$51.3K | 0.24% | 94 |
|
|
2024
Q4 | $848K | Sell |
4,921
-65
| -1% | -$11.2K | 0.23% | 85 |
|
|
2024
Q3 | $843K | Sell |
4,986
-232
| -4% | -$39.2K | 0.23% | 84 |
|
|
2024
Q2 | $792K | Buy |
5,218
+148
| +3% | +$22.5K | 0.23% | 85 |
|
|
2024
Q1 | $793K | Sell |
5,070
-121
| -2% | -$18.9K | 0.23% | 93 |
|
|
2023
Q4 | $740K | Buy |
5,191
+2,161
| +71% | +$308K | 0.24% | 96 |
|
|
2023
Q3 | $327K | Buy |
3,030
+321
| +12% | +$34.7K | 0.11% | 133 |
|
|
2023
Q2 | $313K | Buy |
+2,709
| New | +$313K | 0.1% | 130 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$44K | – | 277 |
|
|
2018
Q3 | $44K | Buy |
+250
| New | +$44K | 0.02% | 135 |
|