Robertson Stephens Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
2,611
+28
| +1% | +$4.5K | 0.01% | 390 |
|
|
2025
Q1 | $429K | Sell |
2,583
-216
| -8% | -$35.9K | 0.01% | 385 |
|
|
2024
Q4 | $482K | Buy |
2,799
+224
| +9% | +$38.6K | 0.02% | 362 |
|
|
2024
Q3 | $435K | Sell |
2,575
-137
| -5% | -$23.2K | 0.02% | 442 |
|
|
2024
Q2 | $412K | Sell |
2,712
-16,614
| -86% | -$2.52M | 0.02% | 357 |
|
|
2024
Q1 | $3.02M | Sell |
19,326
-246
| -1% | -$38.5K | 0.16% | 108 |
|
|
2023
Q4 | $2.79M | Buy |
19,572
+2
| +0% | +$285 | 0.17% | 113 |
|
|
2023
Q3 | $2.11M | Buy |
19,570
+16,538
| +545% | +$1.79M | 0.14% | 136 |
|
|
2023
Q2 | $350K | Sell |
3,032
-150
| -5% | -$17.3K | 0.02% | 330 |
|
|
2023
Q1 | $356K | Buy |
+3,182
| New | +$356K | 0.03% | 340 |
|