Principal Securities’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 | $1.29M | Buy |
8,001
+3,711
| +87% | +$597K | 0.02% | 542 |
|
|
2025
Q1 | $739K | Buy |
4,290
+150
| +4% | +$25.8K | 0.02% | 657 |
|
|
2024
Q4 | $713K | Buy |
4,140
+166
| +4% | +$28.6K | 0.02% | 664 |
|
|
2024
Q3 | $672K | Buy |
3,974
+924
| +30% | +$156K | 0.02% | 663 |
|
|
2024
Q2 | $463K | Buy |
3,050
+367
| +14% | +$55.7K | 0.01% | 727 |
|
|
2024
Q1 | $420K | Buy |
2,683
+216
| +9% | +$33.8K | 0.01% | 736 |
|
|
2023
Q4 | $352K | Buy |
+2,467
| New | +$352K | 0.01% | 740 |
|