Samalin Investment Counsel’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 | $350K | Buy |
2,175
+167
| +8% | +$26.9K | 0.13% | 231 |
|
|
2025
Q1 | $334K | Buy |
2,008
+667
| +50% | +$111K | 0.14% | 223 |
|
|
2024
Q4 | $231K | Sell |
1,341
-466
| -26% | -$80.3K | 0.1% | 249 |
|
|
2024
Q3 | $305K | Sell |
1,807
-133
| -7% | -$22.5K | 0.13% | 224 |
|
|
2024
Q2 | $295K | Buy |
1,940
+24
| +1% | +$3.64K | 0.14% | 217 |
|
|
2024
Q1 | $300K | Sell |
1,916
-291
| -13% | -$45.5K | 0.14% | 213 |
|
|
2023
Q4 | $315K | Sell |
2,207
-261
| -11% | -$37.2K | 0.16% | 205 |
|
|
2023
Q3 | $267K | Sell |
2,468
-22
| -0.9% | -$2.38K | 0.15% | 188 |
|
|
2023
Q2 | $288K | Buy |
2,490
+234
| +10% | +$27K | 0.16% | 189 |
|
|
2023
Q1 | $253K | Buy |
2,256
+415
| +23% | +$46.5K | 0.15% | 191 |
|
|
2022
Q4 | $216K | Buy |
+1,841
| New | +$216K | 0.14% | 212 |
|
|
2020
Q1 | – | Sell |
-930
| Closed | -$138K | – | 462 |
|
|
2019
Q4 | $138K | Buy |
+930
| New | +$138K | 0.12% | 186 |
|