Summit Financial’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 | $607K | Buy |
3,775
+68
| +2% | +$10.9K | 0.01% | 531 |
|
|
2025
Q1 | $616K | Buy |
3,707
+11
| +0.3% | +$1.83K | 0.02% | 463 |
|
|
2024
Q4 | $637K | Buy |
3,696
+785
| +27% | +$135K | 0.02% | 405 |
|
|
2024
Q3 | $492K | Buy |
2,911
+275
| +10% | +$46.5K | 0.02% | 376 |
|
|
2024
Q2 | $400K | Buy |
+2,636
| New | +$400K | 0.02% | 364 |
|