Waterloo Capital’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 | $3.42M | Sell |
21,244
-2,903
| -12% | -$467K | 0.28% | 89 |
|
|
2025
Q1 | $4.01M | Buy |
24,147
+2,158
| +10% | +$358K | 0.37% | 68 |
|
|
2024
Q4 | $3.79M | Buy |
21,989
+101
| +0.5% | +$17.4K | 0.4% | 64 |
|
|
2024
Q3 | $3.7M | Buy |
21,888
+163
| +0.8% | +$27.6K | 0.4% | 61 |
|
|
2024
Q2 | $3.3M | Buy |
21,725
+1,904
| +10% | +$289K | 0.4% | 67 |
|
|
2024
Q1 | $3.1M | Buy |
19,821
+3,084
| +18% | +$483K | 0.4% | 64 |
|
|
2023
Q4 | $2.39M | Buy |
+16,737
| New | +$2.39M | 0.39% | 63 |
|