NorthRock Partners’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 | $755K | Buy |
4,694
+171
| +4% | +$27.5K | 0.02% | 300 |
|
|
2025
Q1 | $751K | Sell |
4,523
-110
| -2% | -$18.3K | 0.03% | 258 |
|
|
2024
Q4 | $798K | Buy |
4,633
+56
| +1% | +$9.64K | 0.03% | 240 |
|
|
2024
Q3 | $774K | Buy |
4,577
+101
| +2% | +$17.1K | 0.03% | 257 |
|
|
2024
Q2 | $680K | Buy |
4,476
+331
| +8% | +$50.3K | 0.03% | 264 |
|
|
2024
Q1 | $657K | Buy |
4,145
+518
| +14% | +$82.1K | 0.03% | 282 |
|
|
2023
Q4 | $517K | Buy |
3,627
+1,357
| +60% | +$194K | 0.02% | 313 |
|
|
2023
Q3 | $245K | Buy |
2,270
+338
| +17% | +$36.5K | 0.03% | 280 |
|
|
2023
Q2 | $223K | Buy |
1,932
+64
| +3% | +$7.39K | 0.02% | 273 |
|
|
2023
Q1 | $209K | Sell |
1,868
-165
| -8% | -$18.5K | 0.02% | 304 |
|
|
2022
Q4 | $239K | Buy |
+2,033
| New | +$239K | 0.03% | 302 |
|