O'Rourke & Company’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 | $331K | Sell |
2,059
-358
| -15% | -$57.5K | 0.15% | 122 |
|
|
2025
Q1 | $401K | Buy |
2,417
+9
| +0.4% | +$1.5K | 0.2% | 104 |
|
|
2024
Q4 | $415K | Sell |
2,408
-299
| -11% | -$51.5K | 0.2% | 98 |
|
|
2024
Q3 | $457K | Buy |
2,707
+9
| +0.3% | +$1.52K | 0.23% | 90 |
|
|
2024
Q2 | $410K | Buy |
2,698
+4
| +0.1% | +$608 | 0.23% | 90 |
|
|
2024
Q1 | $422K | Buy |
2,694
+97
| +4% | +$15.2K | 0.25% | 85 |
|
|
2023
Q4 | $370K | Buy |
2,597
+209
| +9% | +$29.8K | 0.24% | 88 |
|
|
2023
Q3 | $258K | Sell |
2,388
-269
| -10% | -$29.1K | 0.19% | 110 |
|
|
2023
Q2 | $307K | Buy |
2,657
+4
| +0.2% | +$462 | 0.22% | 99 |
|
|
2023
Q1 | $297K | Buy |
2,653
+526
| +25% | +$58.9K | 0.23% | 99 |
|
|
2022
Q4 | $250K | Buy |
+2,127
| New | +$250K | 0.2% | 113 |
|