Providence First Trust’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
Q1
Sell
-87
Closed -$15K 176
2024
Q4
$15K Buy
+87
New +$15K 0.01% 173
2021
Q1
Sell
-10,595
Closed -$904K 95
2020
Q4
$904K Buy
10,595
+5,744
+118% +$490K 0.46% 61
2020
Q3
$314K Buy
+4,851
New +$314K 0.31% 70