Resonant Capital Advisors’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 | $257K | Sell |
1,600
-595
| -27% | -$95.7K | 0.02% | 352 |
|
|
2025
Q1 | $365K | Sell |
2,195
-41
| -2% | -$6.81K | 0.03% | 253 |
|
|
2024
Q4 | $385K | Buy |
2,236
+93
| +4% | +$16K | 0.03% | 234 |
|
|
2024
Q3 | $362K | Buy |
2,143
+83
| +4% | +$14K | 0.03% | 247 |
|
|
2024
Q2 | $313K | Sell |
2,060
-97
| -4% | -$14.7K | 0.03% | 259 |
|
|
2024
Q1 | $338K | Buy |
2,157
+120
| +6% | +$18.8K | 0.03% | 248 |
|
|
2023
Q4 | $291K | Buy |
2,037
+26
| +1% | +$3.71K | 0.03% | 238 |
|
|
2023
Q3 | $217K | Buy |
2,011
+31
| +2% | +$3.35K | 0.02% | 253 |
|
|
2023
Q2 | $229K | Buy |
+1,980
| New | +$229K | 0.02% | 242 |
|