Pathstone Holdings’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
$7.17M Sell
44,607
-441
-1% -$70.9K 0.03% 423
2025
Q1
$7.48M Buy
45,048
+380
+0.9% +$63.1K 0.03% 427
2024
Q4
$7.69M Buy
44,668
+962
+2% +$166K 0.03% 405
2024
Q3
$7.39M Sell
43,706
-528
-1% -$89.2K 0.03% 428
2024
Q2
$6.71M Buy
44,234
+379
+0.9% +$57.5K 0.03% 433
2024
Q1
$6.86M Buy
43,855
+2,952
+7% +$462K 0.03% 421
2023
Q4
$5.84M Buy
+40,903
New +$5.84M 0.03% 394