Lodestone Wealth Management LLC SPG Holdings History
Lodestone Wealth Management LLC's Simon Property Group Inc Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 15,788.00 shares of Simon Property Group Inc(SPG), totaling $2.62 Mil. This investment constitutes 1.39% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 3 purchases of SPG, at an average price of $110.98, for a total of 21,521.00 shares. In addition, there have been 6 sales at an average price of $156.82 for 5,733.00 shares. Based on historical transaction data and SPG's current price of $157.40, Lodestone Wealth Management LLC's estimated gain on his SPG holdings is $995,706.07, reflecting a 41.69% gain to date.
Lodestone Wealth Management LLC SPG ($157.40) Holding Chart
Lodestone Wealth Management LLC SPG ($157.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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