Socha Financial Group’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
Q2
$201K Sell
2025
Q1
$291K Hold
2024
Q4
$301K Buy
2024
Q3
$279K Hold
2024
Q2
$250K Buy
2024
Q1
$227K Buy
2023
Q4
Sell
2023
Q3
$243K Hold
2023
Q2
$260K Hold
2023
Q1
$252K Buy
2022
Q4
$231K Buy