Sage Mountain Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $725K | Buy |
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|
2025
Q3 | $635K | Buy |
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|
2025
Q2 | $469K | Sell |
|
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $594K | Buy |
|
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Buy |
|