Roble Belko & Company’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 | $482K | Hold |
3,000
| – | – | 0.07% | 78 |
|
2025
Q1 | $498K | Hold |
3,000
| – | – | 0.08% | 74 |
|
2024
Q4 | $517K | Hold |
3,000
| – | – | 0.08% | 74 |
|
2024
Q3 | $507K | Hold |
3,000
| – | – | 0.08% | 72 |
|
2024
Q2 | $455K | Hold |
3,000
| – | – | 0.08% | 75 |
|
2024
Q1 | $469K | Buy |
+3,000
| New | +$469K | 0.08% | 76 |
|