ORG 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 | $123K | Buy |
746
+8
| +1% | +$1.32K | 0.03% | 390 |
|
|
2025
Q1 | $123K | Sell |
738
-2,665
| -78% | -$444K | 0.03% | 344 |
|
|
2024
Q4 | $587K | Buy |
3,403
+391
| +13% | +$67.4K | 0.08% | 164 |
|
|
2024
Q3 | $510K | Buy |
3,012
+39
| +1% | +$6.6K | 0.08% | 164 |
|
|
2024
Q2 | $436K | Buy |
+2,973
| New | +$436K | 0.05% | 267 |
|
|
2023
Q4 | – | Sell |
-3,301
| Closed | -$357K | – | 1328 |
|
|
2023
Q3 | $357K | Buy |
3,301
+39
| +1% | +$4.22K | 0.11% | 198 |
|
|
2023
Q2 | $381K | Buy |
+3,262
| New | +$381K | 0.06% | 267 |
|