SteelPeak Wealth’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 | $447K | Sell |
2,784
-5,787
| -68% | -$930K | 0.02% | 354 |
|
|
2025
Q1 | $1.42M | Sell |
8,571
-582
| -6% | -$96.7K | 0.06% | 205 |
|
|
2024
Q4 | $1.58M | Buy |
9,153
+1,446
| +19% | +$249K | 0.06% | 190 |
|
|
2024
Q3 | $1.3M | Buy |
7,707
+117
| +2% | +$19.8K | 0.06% | 196 |
|
|
2024
Q2 | $1.15M | Buy |
7,590
+1,475
| +24% | +$224K | 0.05% | 204 |
|
|
2024
Q1 | $957K | Sell |
6,115
-152
| -2% | -$23.8K | 0.05% | 217 |
|
|
2023
Q4 | $894K | Sell |
6,267
-96,424
| -94% | -$13.8M | 0.05% | 209 |
|
|
2023
Q3 | $11.1M | Buy |
102,691
+99,170
| +2,817% | +$10.7M | 0.7% | 33 |
|
|
2023
Q2 | $407K | Buy |
+3,521
| New | +$407K | 0.02% | 262 |
|
|
2020
Q2 | – | Sell |
-6,165
| Closed | -$338K | – | 275 |
|
|
2020
Q1 | $338K | Buy |
6,165
+4,126
| +202% | +$226K | 0.05% | 165 |
|
|
2019
Q4 | $304K | Buy |
+2,039
| New | +$304K | 0.04% | 199 |
|