SteelPeak Wealth’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
$1.4M Buy
2025
Q2
$447K Sell
2025
Q1
$1.42M Sell
2024
Q4
$1.58M Buy
2024
Q3
$1.3M Buy
2024
Q2
$1.15M Buy
2024
Q1
$957K Sell
2023
Q4
$894K Sell
2023
Q3
$11.1M Buy
2023
Q2
$407K Buy
2020
Q2
Sell
2020
Q1
$338K Buy
2019
Q4
$304K Buy