TFA
Tobias Financial Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
3,776
+46
| +1% | +$7.4K | 0.1% | 79 |
|
|
2025
Q1 | $619K | Buy |
3,730
+36
| +1% | +$5.98K | 0.12% | 66 |
|
|
2024
Q4 | $636K | Buy |
3,694
+34
| +0.9% | +$5.86K | 0.13% | 65 |
|
|
2024
Q3 | $619K | Buy |
3,660
+97
| +3% | +$16.4K | 0.12% | 61 |
|
|
2024
Q2 | $541K | Buy |
3,563
+88
| +3% | +$13.4K | 0.12% | 64 |
|
|
2024
Q1 | $544K | Buy |
3,475
+35
| +1% | +$5.48K | 0.12% | 65 |
|
|
2023
Q4 | $491K | Buy |
3,440
+70
| +2% | +$9.98K | 0.12% | 62 |
|
|
2023
Q3 | $364K | Buy |
3,370
+41
| +1% | +$4.43K | 0.1% | 66 |
|
|
2023
Q2 | $384K | Buy |
3,329
+40
| +1% | +$4.62K | 0.1% | 66 |
|
|
2023
Q1 | $368K | Buy |
3,289
+40
| +1% | +$4.48K | 0.11% | 65 |
|
|
2022
Q4 | $382K | Sell |
3,249
-837
| -20% | -$98.3K | 0.13% | 65 |
|
|
2022
Q3 | $367K | Sell |
4,086
-6
| -0.1% | -$539 | 0.13% | 64 |
|
|
2022
Q2 | $388K | Buy |
+4,092
| New | +$388K | 0.13% | 62 |
|
|
2022
Q1 | – | Sell |
-181,129
| Closed | -$28.9M | – | 121 |
|
|
2021
Q4 | $28.9M | Buy |
+181,129
| New | +$28.9M | 2.27% | 18 |
|