PFG Investments’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 | $401K | Sell |
2,494
-488
| -16% | -$78.4K | 0.02% | 604 |
|
|
2025
Q1 | $495K | Sell |
2,982
-689
| -19% | -$114K | 0.03% | 501 |
|
|
2024
Q4 | $632K | Sell |
3,671
-5
| -0.1% | -$861 | 0.04% | 406 |
|
|
2024
Q3 | $621K | Buy |
3,676
+329
| +10% | +$55.6K | 0.04% | 419 |
|
|
2024
Q2 | $508K | Buy |
3,347
+115
| +4% | +$17.5K | 0.04% | 441 |
|
|
2024
Q1 | $506K | Buy |
3,232
+1,171
| +57% | +$183K | 0.03% | 525 |
|
|
2023
Q4 | $294K | Sell |
2,061
-220
| -10% | -$31.4K | 0.05% | 356 |
|
|
2023
Q3 | $246K | Sell |
2,281
-84
| -4% | -$9.08K | 0.05% | 407 |
|
|
2023
Q2 | $273K | Buy |
2,365
+113
| +5% | +$13K | 0.05% | 386 |
|
|
2023
Q1 | $252K | Buy |
+2,252
| New | +$252K | 0.05% | 386 |
|