OGC
Oak Grove Capital’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
2,700
| – | – | 0.07% | 53 |
|
|
2025
Q1 | $448K | Sell |
2,700
-900
| -25% | -$149K | 0.09% | 53 |
|
|
2024
Q4 | $620K | Hold |
3,600
| – | – | 0.09% | 45 |
|
|
2024
Q3 | $608K | Sell |
3,600
-500
| -12% | -$84.5K | 0.1% | 42 |
|
|
2024
Q2 | $622K | Hold |
4,100
| – | – | 0.11% | 37 |
|
|
2024
Q1 | $642K | Hold |
4,100
| – | – | 0.13% | 30 |
|
|
2023
Q4 | $585K | Sell |
4,100
-200
| -5% | -$28.5K | 0.16% | 36 |
|
|
2023
Q3 | $465K | Sell |
4,300
-400
| -9% | -$43.2K | 0.16% | 35 |
|
|
2023
Q2 | $543K | Buy |
4,700
+600
| +15% | +$69.3K | 0.19% | 35 |
|
|
2023
Q1 | $459K | Sell |
4,100
-1,800
| -31% | -$202K | 0.19% | 35 |
|
|
2022
Q4 | $693K | Sell |
5,900
-290
| -5% | -$34.1K | 0.35% | 31 |
|
|
2022
Q3 | $556K | Buy |
6,190
+1,000
| +19% | +$89.8K | 0.19% | 42 |
|
|
2022
Q2 | $493K | Buy |
5,190
+1,500
| +41% | +$142K | 0.16% | 44 |
|
|
2022
Q1 | $485K | Sell |
3,690
-10
| -0.3% | -$1.31K | 0.1% | 57 |
|
|
2021
Q4 | $591K | Hold |
3,700
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $481K | Buy |
3,700
+2,100
| +131% | +$273K | 0.1% | 66 |
|
|
2021
Q2 | $209K | Buy |
+1,600
| New | +$209K | 0.05% | 88 |
|