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