Wealth Alliance’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
$618K Buy
3,845
+70
+2% +$11.3K 0.07% 249
2025
Q1
$627K Buy
+3,775
New +$627K 0.08% 233