Sowell Financial Services’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 | $1.81M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $520K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $125K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q1 | $808K | Sell |
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|
2018
Q4 | $787K | Buy |
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|
2018
Q3 | $818K | Buy |
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