Adams Asset Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Hold |
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|
2025
Q2 | $931K | Hold |
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|
2025
Q1 | $961K | Hold |
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|
2024
Q4 | $997K | Hold |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $879K | Hold |
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|
2024
Q1 | $906K | Hold |
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|
2023
Q4 | $826K | Hold |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $284K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $375K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.29M | Hold |
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|
2018
Q1 | $1.17M | Hold |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $657K | Buy |
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