Regent Peak Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $163K | Buy |
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