Sage Mountain Advisors’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 | $469K | Sell |
2,917
-97
| -3% | -$15.6K | 0.03% | 251 |
|
|
2025
Q1 | $500K | Sell |
3,014
-438
| -13% | -$72.7K | 0.04% | 223 |
|
|
2024
Q4 | $594K | Buy |
3,452
+205
| +6% | +$35.3K | 0.04% | 181 |
|
|
2024
Q3 | $549K | Sell |
3,247
-679
| -17% | -$115K | 0.05% | 187 |
|
|
2024
Q2 | $596K | Buy |
3,926
+2,234
| +132% | +$339K | 0.06% | 152 |
|
|
2024
Q1 | $265K | Buy |
1,692
+222
| +15% | +$34.7K | 0.03% | 263 |
|
|
2023
Q4 | $210K | Buy |
+1,470
| New | +$210K | 0.02% | 259 |
|
|
2022
Q1 | – | Sell |
-1,358
| Closed | -$217K | – | 696 |
|
|
2021
Q4 | $217K | Buy |
+1,358
| New | +$217K | 0.03% | 505 |
|