Oxford Financial Group’s Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant SPGS.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,000
Closed -$98K 279
2022
Q3
$98K Hold
10,000
0.01% 185
2022
Q2
$98K Hold
10,000
0.01% 205
2022
Q1
$99K Hold
10,000
0.01% 204
2021
Q4
$99K Hold
10,000
0.01% 215
2021
Q3
$100K Buy
+10,000
New +$100K 0.01% 194

Oxford Financial Group's SPGS.U Position: Q4 2022 in Review

Oxford Financial Group sold out of Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant (SPGS.U) in Q4 2022, closing a stake of 10,000 shares — an estimated $98K sold.

Oxford Financial Group first reported a position in SPGS.U in Q3 2021 and held it in 5 quarters. The position peaked at $100K in Q3 2021. 0 funds tracked by Wall St. Rank hold SPGS.U as of Q4 2022.

  • Oxford Financial Group reported no remaining Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant position as of Q4 2022 after selling out during the quarter.
  • Oxford Financial Group sold 10,000 Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant shares in Q4 2022, an estimated $98K.
  • Oxford Financial Group first reported a position in Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant in Q3 2021 and held it in 5 quarters.
  • Oxford Financial Group's Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant position peaked at $100K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Simon Property Group Acquisition Holdings, Inc. Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.