Prestige Wealth Management Group’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 | $682K | Sell |
4,244
-70
| -2% | -$11.3K | 0.14% | 78 |
|
|
2025
Q1 | $716K | Buy |
4,314
+85
| +2% | +$14.1K | 0.15% | 74 |
|
|
2024
Q4 | $728K | Sell |
4,229
-9
| -0.2% | -$1.55K | 0.15% | 73 |
|
|
2024
Q3 | $716K | Buy |
4,238
+4,220
| +23,444% | +$713K | 0.15% | 76 |
|
|
2024
Q2 | $2.73K | Sell |
18
-3,907
| -100% | -$593K | ﹤0.01% | 656 |
|
|
2024
Q1 | $614K | Buy |
3,925
+3,907
| +21,706% | +$611K | 0.13% | 76 |
|
|
2023
Q4 | $2.57K | Hold |
18
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $1.95K | Hold |
18
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $2.08K | Hold |
18
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $2.02K | Hold |
18
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $2.12K | Hold |
18
| – | – | ﹤0.01% | 819 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 776 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 785 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 808 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 745 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 818 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 782 |
|
|
2019
Q1 | – | Sell |
-88
| Closed | -$15K | – | 1035 |
|
|
2018
Q4 | $15K | Buy |
+88
| New | +$15K | 0.01% | 367 |
|