Western Financial Corp’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
$406K Sell
2,523
-9,079
-78% -$1.46M 0.22% 96
2025
Q1
$1.93M Buy
11,602
+1,365
+13% +$227K 1.12% 21
2024
Q4
$1.76M Buy
10,237
+992
+11% +$171K 0.97% 25
2024
Q3
$1.56M Buy
9,245
+1,980
+27% +$335K 0.89% 29
2024
Q2
$1.1M Buy
7,265
+1,399
+24% +$212K 0.67% 37
2024
Q1
$918K Buy
+5,866
New +$918K 0.56% 52