Westover Capital Advisors’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 | $482K | Hold |
3,000
| – | – | 0.1% | 149 |
|
|
2025
Q1 | $498K | Hold |
3,000
| – | – | 0.11% | 144 |
|
|
2024
Q4 | $517K | Hold |
3,000
| – | – | 0.11% | 144 |
|
|
2024
Q3 | $507K | Hold |
3,000
| – | – | 0.1% | 146 |
|
|
2024
Q2 | $455K | Hold |
3,000
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $469K | Hold |
3,000
| – | – | 0.14% | 116 |
|
|
2023
Q4 | $428K | Hold |
3,000
| – | – | 0.14% | 110 |
|
|
2023
Q3 | $324K | Hold |
3,000
| – | – | 0.12% | 132 |
|
|
2023
Q2 | $346K | Hold |
3,000
| – | – | 0.12% | 126 |
|
|
2023
Q1 | $336K | Hold |
3,000
| – | – | 0.12% | 122 |
|
|
2022
Q4 | $352K | Hold |
3,000
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $269K | Hold |
3,000
| – | – | 0.1% | 130 |
|
|
2022
Q2 | $285K | Hold |
3,000
| – | – | 0.11% | 132 |
|
|
2022
Q1 | $395K | Hold |
3,000
| – | – | 0.12% | 116 |
|
|
2021
Q4 | $479K | Hold |
3,000
| – | – | 0.14% | 114 |
|
|
2021
Q3 | $390K | Hold |
3,000
| – | – | 0.12% | 114 |
|
|
2021
Q2 | $391K | Hold |
3,000
| – | – | 0.13% | 118 |
|
|
2021
Q1 | $341K | Hold |
3,000
| – | – | 0.12% | 121 |
|
|
2020
Q4 | $256K | Buy |
+3,000
| New | +$256K | 0.09% | 130 |
|