NewEdge Wealth’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$1.31M Sell
2025
Q1
$1.42M Sell
2024
Q4
$1.66M Buy
2024
Q3
$1.41M Buy
2024
Q2
$1.2M Sell
2024
Q1
$1.12M Sell
2023
Q4
$1.23M Sell
2023
Q3
$941K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.04M Buy
2022
Q4
$1.07M Sell
2022
Q3
$824K Buy
2022
Q2
$519K Buy