Ridgewood Investments’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 | $206K | Hold |
1,280
| – | – | 0.09% | 192 |
|
|
2025
Q1 | $213K | Hold |
1,280
| – | – | 0.1% | 178 |
|
|
2024
Q4 | $220K | Hold |
1,280
| – | – | 0.11% | 169 |
|
|
2024
Q3 | $216K | Sell |
1,280
-71
| -5% | -$12K | 0.11% | 161 |
|
|
2024
Q2 | $205K | Sell |
1,351
-328
| -20% | -$49.8K | 0.1% | 172 |
|
|
2024
Q1 | $263K | Sell |
1,679
-60
| -3% | -$9.39K | 0.14% | 156 |
|
|
2023
Q4 | $248K | Buy |
+1,739
| New | +$248K | 0.15% | 153 |
|
|
2023
Q3 | – | Sell |
-1,739
| Closed | -$201K | – | 660 |
|
|
2023
Q2 | $201K | Buy |
1,739
+200
| +13% | +$23.1K | 0.11% | 168 |
|
|
2023
Q1 | $172K | Buy |
+1,539
| New | +$172K | 0.11% | 193 |
|