Rothschild Investment LLC’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
Q2 | $577K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $518K | Buy |
|
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $391K | Sell |
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|
2013
Q4 | $378K | Buy |
|