SageView Advisory Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
2,080
+71
| +4% | +$11.7K | 0.01% | 457 |
|
|
2025
Q1 | $334K | Buy |
2,009
+30
| +2% | +$4.98K | 0.01% | 443 |
|
|
2024
Q4 | $341K | Buy |
1,979
+185
| +10% | +$31.8K | 0.01% | 419 |
|
|
2024
Q3 | $303K | Sell |
1,794
-168
| -9% | -$28.4K | 0.02% | 393 |
|
|
2024
Q2 | $298K | Buy |
+1,962
| New | +$298K | 0.01% | 433 |
|
|
2024
Q1 | – | Sell |
-1,876
| Closed | -$261K | – | 801 |
|
|
2023
Q4 | $261K | Sell |
1,876
-1,725
| -48% | -$240K | 0.01% | 552 |
|
|
2023
Q3 | $389K | Sell |
3,601
-152
| -4% | -$16.4K | 0.02% | 370 |
|
|
2023
Q2 | $433K | Buy |
3,753
+181
| +5% | +$20.9K | 0.02% | 372 |
|
|
2023
Q1 | $400K | Buy |
+3,572
| New | +$400K | 0.03% | 342 |
|