Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Buy |
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|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $861K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $224K | Buy |
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