Octavia Wealth Advisors’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 | $486K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $415K | Buy |
|