A detailed history of Lodestone Wealth Management LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 19,603 shares of SPG stock, worth $3.4 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
19,603
Previous 19,714 0.56%
Holding current value
$3.4 Million
Previous $2.99 Billion 10.72%
% of portfolio
1.66%
Previous 1.58%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$146.09 - $170.11 $16,215 - $18,882
-111 Reduced 0.56%
19,603 $3.31 Billion
Q2 2024

Jul 16, 2024

SELL
$140.18 - $153.78 $12,616 - $13,840
-90 Reduced 0.45%
19,714 $2.99 Billion
Q1 2024

Apr 30, 2024

BUY
$136.79 - $156.49 $273 - $312
2 Added 0.01%
19,804 $3.1 Billion
Q4 2023

Jan 24, 2024

BUY
$103.37 - $146.58 $46,929 - $66,547
454 Added 2.35%
19,802 $2.82 Billion
Q3 2023

Oct 20, 2023

SELL
$108.03 - $125.44 $182,570 - $211,993
-1,690 Reduced 8.03%
19,348 $2.09 Billion
Q2 2023

Jul 25, 2023

BUY
$101.25 - $115.48 $372,195 - $424,504
3,676 Added 21.17%
21,038 $2.43 Billion
Q1 2023

May 15, 2023

SELL
$102.38 - $131.79 $2,764 - $3,558
-27 Reduced 0.16%
17,362 $1.94 Billion
Q4 2022

Feb 09, 2023

BUY
$90.98 - $120.7 $1.58 Million - $2.1 Million
17,389 New
17,389 $2.04 Billion

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $56.7B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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