Moran Wealth 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 | $2.11M | Sell |
13,107
-38
| -0.3% | -$6.11K | 0.06% | 279 |
|
|
2025
Q1 | $2.18M | Sell |
13,145
-116
| -0.9% | -$19.3K | 0.07% | 263 |
|
|
2024
Q4 | $2.28M | Sell |
13,261
-146
| -1% | -$25.1K | 0.07% | 246 |
|
|
2024
Q3 | $2.27M | Buy |
13,407
+13
| +0.1% | +$2.2K | 0.07% | 253 |
|
|
2024
Q2 | $2.03M | Sell |
13,394
-425
| -3% | -$64.5K | 0.07% | 248 |
|
|
2024
Q1 | $2.16M | Buy |
13,819
+2,996
| +28% | +$469K | 0.07% | 253 |
|
|
2023
Q4 | $1.54M | Buy |
+10,823
| New | +$1.54M | 0.05% | 268 |
|