NewEdge 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 | $1.31M | Sell |
7,871
-675
| -8% | -$112K | 0.02% | 470 |
|
|
2025
Q1 | $1.42M | Sell |
8,546
-1,101
| -11% | -$183K | 0.03% | 417 |
|
|
2024
Q4 | $1.66M | Buy |
9,647
+1,320
| +16% | +$227K | 0.03% | 391 |
|
|
2024
Q3 | $1.41M | Buy |
8,327
+398
| +5% | +$67.3K | 0.03% | 411 |
|
|
2024
Q2 | $1.2M | Sell |
7,929
-27
| -0.3% | -$4.1K | 0.03% | 389 |
|
|
2024
Q1 | $1.12M | Sell |
7,956
-692
| -8% | -$97.8K | 0.03% | 407 |
|
|
2023
Q4 | $1.23M | Sell |
8,648
-59
| -0.7% | -$8.42K | 0.03% | 369 |
|
|
2023
Q3 | $941K | Sell |
8,707
-213
| -2% | -$23K | 0.03% | 367 |
|
|
2023
Q2 | $1.03M | Sell |
8,920
-411
| -4% | -$47.5K | 0.03% | 347 |
|
|
2023
Q1 | $1.04M | Buy |
9,331
+233
| +3% | +$26.1K | 0.04% | 305 |
|
|
2022
Q4 | $1.07M | Sell |
9,098
-83
| -0.9% | -$9.75K | 0.05% | 284 |
|
|
2022
Q3 | $824K | Buy |
9,181
+3,715
| +68% | +$333K | 0.04% | 288 |
|
|
2022
Q2 | $519K | Buy |
+5,466
| New | +$519K | 0.02% | 383 |
|