Sheets Smith Wealth Management’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
$6.04M Sell
2025
Q2
$5.44M Sell
2025
Q1
$5.64M Hold
2024
Q4
$5.85M Buy
2024
Q3
$5.47M Buy
2024
Q2
$4.91M Buy
2024
Q1
$4.42M Buy