Strategic Advocates’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
$459K Buy
2,855
+144
+5% +$23.1K 0.14% 81
2025
Q1
$450K Sell
2,711
-33
-1% -$5.48K 0.16% 73
2024
Q4
$473K Sell
2,744
-483
-15% -$83.2K 0.16% 66
2024
Q3
$545K Buy
3,227
+430
+15% +$72.7K 0.2% 70
2024
Q2
$425K Sell
2,797
-262
-9% -$39.8K 0.17% 72
2024
Q1
$479K Buy
3,059
+145
+5% +$22.7K 0.18% 75
2023
Q4
$416K Sell
2,914
-1,158
-28% -$165K 0.18% 90
2023
Q3
$440K Buy
+4,072
New +$440K 0.21% 90