Richardson Financial Services’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 | $28.6K | Buy |
174
+3
| +2% | +$493 | 0.02% | 307 |
|
|
2025
Q1 | $28.4K | Buy |
171
+111
| +185% | +$18.4K | 0.02% | 292 |
|
|
2024
Q4 | $10.3K | Sell |
60
-60
| -50% | -$10.3K | 0.01% | 397 |
|
|
2024
Q3 | $18.2K | Hold |
120
| – | – | 0.01% | 351 |
|
|
2024
Q2 | $18.2K | Hold |
120
| – | – | 0.01% | 332 |
|
|
2024
Q1 | $18.8K | Sell |
120
-40
| -25% | -$6.26K | 0.01% | 354 |
|
|
2023
Q4 | $22.8K | Buy |
+160
| New | +$22.8K | 0.02% | 268 |
|