Ritholtz Wealth Management’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 | $1.06M | Sell |
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|
2025
Q2 | $935K | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $440K | Buy |
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