Strategic Financial Concepts’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 | $249K | Sell |
1,548
-518
| -25% | -$83.3K | 0.04% | 227 |
|
2025
Q1 | $343K | Sell |
2,066
-702
| -25% | -$117K | 0.06% | 220 |
|
2024
Q4 | $477K | Buy |
2,768
+17
| +0.6% | +$2.93K | 0.09% | 183 |
|
2024
Q3 | $465K | Sell |
2,751
-421,319
| -99% | -$71.2M | 0.15% | 130 |
|
2024
Q2 | $2.92K | Buy |
424,070
+421,560
| +16,795% | +$2.9K | ﹤0.01% | 519 |
|
2024
Q1 | $393K | Buy |
+2,510
| New | +$393K | 0.09% | 192 |
|
2023
Q4 | – | Sell |
-2,252
| Closed | -$243K | – | 250 |
|
2023
Q3 | $243K | Hold |
2,252
| – | – | 0.08% | 216 |
|
2023
Q2 | $260K | Sell |
2,252
-83
| -4% | -$9.59K | 0.1% | 189 |
|
2023
Q1 | $261K | Buy |
+2,335
| New | +$261K | 0.11% | 171 |
|