SFM
Signet Financial Management’s Simon Property Group SPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Buy |
12,064
+170
| +1% | +$27.3K | 0.24% | 121 |
|
2025
Q1 | $1.98M | Buy |
11,894
+83
| +0.7% | +$13.8K | 0.27% | 121 |
|
2024
Q4 | $2.03M | Sell |
11,811
-23
| -0.2% | -$3.96K | 0.26% | 114 |
|
2024
Q3 | $2M | Buy |
11,834
+79
| +0.7% | +$13.4K | 0.25% | 118 |
|
2024
Q2 | $1.78M | Buy |
11,755
+22
| +0.2% | +$3.34K | 0.24% | 121 |
|
2024
Q1 | $1.84M | Buy |
11,733
+749
| +7% | +$117K | 0.25% | 121 |
|
2023
Q4 | $1.57M | Buy |
+10,984
| New | +$1.57M | 0.23% | 126 |
|
2022
Q1 | – | Sell |
-64
| Closed | -$10K | – | 1175 |
|
2021
Q4 | $10K | Buy |
+64
| New | +$10K | ﹤0.01% | 1054 |
|
2018
Q4 | – | Sell |
-14
| Closed | -$2K | – | 718 |
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 881 |
|
2018
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 814 |
|
2018
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 752 |
|