Robertson Stephens 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 | $447K | Sell |
|
|||||
|
2025
Q2 | $420K | Buy |
|
|||||
|
2025
Q1 | $429K | Sell |
|
|||||
|
2024
Q4 | $482K | Buy |
|
|||||
|
2024
Q3 | $435K | Sell |
|
|||||
|
2024
Q2 | $412K | Sell |
|
|||||
|
2024
Q1 | $3.02M | Sell |
|
|||||
|
2023
Q4 | $2.79M | Buy |
|
|||||
|
2023
Q3 | $2.11M | Buy |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $356K | Buy |
|