TFC Financial Management’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 | $170K | Sell |
1,056
-2
| -0.2% | -$322 | 0.02% | 140 |
|
|
2025
Q1 | $176K | Hold |
1,058
| – | – | 0.03% | 134 |
|
|
2024
Q4 | $182K | Hold |
1,058
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $179K | Buy |
1,058
+1,047
| +9,518% | +$177K | 0.03% | 135 |
|
|
2024
Q2 | $1.67K | Sell |
11
-3
| -21% | -$455 | ﹤0.01% | 504 |
|
|
2024
Q1 | $2.19K | Buy |
14
+3
| +27% | +$470 | ﹤0.01% | 455 |
|
|
2023
Q4 | $1.57K | Sell |
11
-3
| -21% | -$428 | ﹤0.01% | 477 |
|
|
2023
Q3 | $1.51K | Hold |
14
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $1.62K | Hold |
14
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $1.57K | Buy |
14
+6
| +75% | +$672 | ﹤0.01% | 479 |
|
|
2022
Q4 | $940 | Hold |
8
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 499 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 524 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 497 |
|