NFSG
Newbridge Financial Services Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
924
+81
| +10% | +$13K | 0.02% | 326 |
|
|
2025
Q1 | $140K | Sell |
843
-612
| -42% | -$102K | 0.03% | 228 |
|
|
2024
Q4 | $250K | Buy |
+1,455
| New | +$250K | 0.06% | 182 |
|
|
2024
Q3 | – | Sell |
-2,692
| Closed | -$409K | – | 1054 |
|
|
2024
Q2 | $409K | Sell |
2,692
-910
| -25% | -$138K | 0.15% | 115 |
|
|
2024
Q1 | $564K | Buy |
+3,602
| New | +$564K | 0.25% | 88 |
|
|
2023
Q3 | – | Sell |
-1,136
| Closed | -$131K | – | 1393 |
|
|
2023
Q2 | $131K | Sell |
1,136
-370
| -25% | -$42.7K | 0.06% | 261 |
|
|
2023
Q1 | $169K | Buy |
1,506
+468
| +45% | +$52.4K | 0.09% | 223 |
|
|
2022
Q4 | $122K | Buy |
1,038
+313
| +43% | +$36.8K | 0.07% | 263 |
|
|
2022
Q3 | $65K | Sell |
725
-1,992
| -73% | -$179K | 0.04% | 389 |
|
|
2022
Q2 | $258K | Sell |
2,717
-32
| -1% | -$3.04K | 0.16% | 133 |
|
|
2022
Q1 | $362K | Sell |
2,749
-177
| -6% | -$23.3K | 0.18% | 117 |
|
|
2021
Q4 | $468K | Buy |
2,926
+196
| +7% | +$31.3K | 0.22% | 95 |
|
|
2021
Q3 | $355K | Sell |
2,730
-114
| -4% | -$14.8K | 0.22% | 105 |
|
|
2021
Q2 | $371K | Buy |
2,844
+42
| +1% | +$5.48K | 0.23% | 105 |
|
|
2021
Q1 | $319K | Buy |
2,802
+1,582
| +130% | +$180K | 0.23% | 103 |
|
|
2020
Q4 | $104K | Buy |
1,220
+405
| +50% | +$34.5K | 0.09% | 221 |
|
|
2020
Q3 | $53K | Buy |
+815
| New | +$53K | 0.05% | 310 |
|