Naviter Wealth’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 | $4.03M | Buy |
25,081
+1,044
| +4% | +$168K | 0.5% | 45 |
|
|
2025
Q1 | $4M | Buy |
24,037
+897
| +4% | +$149K | 0.48% | 48 |
|
|
2024
Q4 | $3.98M | Buy |
23,140
+1,286
| +6% | +$221K | 0.48% | 47 |
|
|
2024
Q3 | $3.69M | Sell |
21,854
-1,886
| -8% | -$319K | 0.51% | 49 |
|
|
2024
Q2 | $3.6M | Buy |
23,740
+699
| +3% | +$106K | 0.54% | 43 |
|
|
2024
Q1 | $3.61M | Sell |
23,041
-2,074
| -8% | -$325K | 0.59% | 36 |
|
|
2023
Q4 | $3.58M | Buy |
25,115
+4,064
| +19% | +$580K | 0.72% | 32 |
|
|
2023
Q3 | $2.27M | Buy |
21,051
+2,139
| +11% | +$231K | 0.55% | 40 |
|
|
2023
Q2 | $2.18M | Buy |
18,912
+2,249
| +13% | +$260K | 0.56% | 39 |
|
|
2023
Q1 | $1.87M | Buy |
16,663
+6,468
| +63% | +$724K | 0.65% | 29 |
|
|
2022
Q4 | $1.28M | Buy |
10,195
+892
| +10% | +$112K | 0.35% | 68 |
|
|
2022
Q3 | $835K | Buy |
9,303
+2,754
| +42% | +$247K | 0.34% | 67 |
|
|
2022
Q2 | $622K | Sell |
6,549
-203
| -3% | -$19.3K | 0.26% | 96 |
|
|
2022
Q1 | $888K | Buy |
6,752
+142
| +2% | +$18.7K | 0.3% | 53 |
|
|
2021
Q4 | $1.06M | Buy |
+6,610
| New | +$1.06M | 0.32% | 55 |
|