SFG
Socha Financial Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
1,250
-500
| -29% | -$80.4K | 0.09% | 24 |
|
|
2025
Q1 | $291K | Hold |
1,750
| – | – | 0.14% | 18 |
|
|
2024
Q4 | $301K | Buy |
1,750
+100
| +6% | +$17.2K | 0.14% | 20 |
|
|
2024
Q3 | $279K | Hold |
1,650
| – | – | 0.12% | 20 |
|
|
2024
Q2 | $250K | Buy |
1,650
+200
| +14% | +$30.4K | 0.12% | 18 |
|
|
2024
Q1 | $227K | Buy |
+1,450
| New | +$227K | 0.1% | 29 |
|
|
2023
Q4 | – | Sell |
-2,250
| Closed | -$243K | – | 31 |
|
|
2023
Q3 | $243K | Hold |
2,250
| – | – | 0.13% | 26 |
|
|
2023
Q2 | $260K | Hold |
2,250
| – | – | 0.14% | 24 |
|
|
2023
Q1 | $252K | Buy |
2,250
+281
| +14% | +$31.5K | 0.16% | 18 |
|
|
2022
Q4 | $231K | Buy |
+1,969
| New | +$231K | 0.16% | 22 |
|