Rothschild Investment LLC’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 | $577K | Buy |
3,589
+12
| +0.3% | +$1.93K | 0.04% | 308 |
|
|
2025
Q1 | $594K | Buy |
3,577
+33
| +0.9% | +$5.48K | 0.04% | 303 |
|
|
2024
Q4 | $610K | Buy |
3,544
+22
| +0.6% | +$3.79K | 0.04% | 307 |
|
|
2024
Q3 | $595K | Sell |
3,522
-2
| -0.1% | -$338 | 0.04% | 314 |
|
|
2024
Q2 | $535K | Buy |
3,524
+217
| +7% | +$32.9K | 0.04% | 317 |
|
|
2024
Q1 | $518K | Buy |
3,307
+37
| +1% | +$5.79K | 0.04% | 320 |
|
|
2023
Q4 | $466K | Sell |
3,270
-133
| -4% | -$19K | 0.04% | 286 |
|
|
2023
Q3 | $368K | Buy |
3,403
+30
| +0.9% | +$3.24K | 0.03% | 348 |
|
|
2023
Q2 | $389K | Sell |
3,373
-2,588
| -43% | -$298K | 0.03% | 335 |
|
|
2023
Q1 | $667K | Buy |
5,961
+28
| +0.5% | +$3.13K | 0.06% | 265 |
|
|
2022
Q4 | $697K | Sell |
5,933
-1,590
| -21% | -$187K | 0.06% | 248 |
|
|
2022
Q3 | $675K | Buy |
7,523
+75
| +1% | +$6.73K | 0.07% | 246 |
|
|
2022
Q2 | $707K | Buy |
7,448
+4,750
| +176% | +$451K | 0.07% | 251 |
|
|
2022
Q1 | $355K | Sell |
2,698
-550
| -17% | -$72.4K | 0.03% | 366 |
|
|
2021
Q4 | $519K | Buy |
3,248
+625
| +24% | +$99.9K | 0.04% | 326 |
|
|
2021
Q3 | $341K | Buy |
2,623
+584
| +29% | +$75.9K | 0.03% | 366 |
|
|
2021
Q2 | $266K | Buy |
+2,039
| New | +$266K | 0.02% | 417 |
|
|
2014
Q2 | – | Sell |
-2,533
| Closed | -$391K | – | 420 |
|
|
2014
Q1 | $391K | Sell |
2,533
-109
| -4% | -$16.8K | 0.05% | 304 |
|
|
2013
Q4 | $378K | Buy |
+2,642
| New | +$378K | 0.05% | 308 |
|