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 |
|