Perigon Wealth Management’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 | $1.16M | Buy |
7,224
+856
| +13% | +$138K | 0.03% | 432 |
|
|
2025
Q1 | $1.06M | Sell |
6,368
-91
| -1% | -$15.1K | 0.03% | 436 |
|
|
2024
Q4 | $1.12M | Sell |
6,459
-178
| -3% | -$30.7K | 0.03% | 424 |
|
|
2024
Q3 | $1.12M | Sell |
6,637
-362
| -5% | -$61.2K | 0.03% | 401 |
|
|
2024
Q2 | $1.06M | Buy |
6,999
+832
| +13% | +$126K | 0.03% | 364 |
|
|
2024
Q1 | $965K | Sell |
6,167
-308
| -5% | -$48.2K | 0.03% | 380 |
|
|
2023
Q4 | $924K | Sell |
6,475
-2,398
| -27% | -$342K | 0.03% | 357 |
|
|
2023
Q3 | $959K | Sell |
8,873
-350
| -4% | -$37.8K | 0.04% | 316 |
|
|
2023
Q2 | $1.07M | Buy |
9,223
+6,097
| +195% | +$704K | 0.04% | 309 |
|
|
2023
Q1 | $350K | Sell |
3,126
-727
| -19% | -$81.4K | 0.02% | 489 |
|
|
2022
Q4 | $453K | Buy |
3,853
+1,296
| +51% | +$152K | 0.03% | 410 |
|
|
2022
Q3 | $229K | Buy |
+2,557
| New | +$229K | 0.02% | 498 |
|
|
2021
Q3 | – | Sell |
-1,694
| Closed | -$221K | – | 553 |
|
|
2021
Q2 | $221K | Buy |
+1,694
| New | +$221K | 0.02% | 476 |
|
|
2017
Q3 | – | Sell |
-4,771
| Closed | -$772K | – | 708 |
|
|
2017
Q2 | $772K | Buy |
4,771
+2,956
| +163% | +$478K | 0.17% | 137 |
|
|
2017
Q1 | $312K | Buy |
+1,815
| New | +$312K | 0.07% | 217 |
|