Spire Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
6,014
+3,957
| +192% | +$624K | 0.03% | 374 |
|
|
2025
Q1 | $342K | Sell |
2,057
-1,408
| -41% | -$234K | 0.01% | 682 |
|
|
2024
Q4 | $597K | Buy |
+3,465
| New | +$597K | 0.02% | 510 |
|
|
2022
Q2 | – | Sell |
-3,250
| Closed | -$428K | – | 2819 |
|
|
2022
Q1 | $428K | Sell |
3,250
-193
| -6% | -$25.4K | 0.01% | 623 |
|
|
2021
Q4 | $550K | Buy |
3,443
+1,380
| +67% | +$220K | 0.01% | 666 |
|
|
2021
Q3 | $268K | Buy |
2,063
+271
| +15% | +$35.2K | 0.01% | 802 |
|
|
2021
Q2 | $234K | Sell |
1,792
-830
| -32% | -$108K | 0.01% | 880 |
|
|
2021
Q1 | $298K | Buy |
+2,622
| New | +$298K | 0.01% | 871 |
|