American Trust Investment 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 | – | Sell |
-5,262
| Closed | -$874K | – | 96 |
|
|
2025
Q1 | $874K | Buy |
5,262
+430
| +9% | +$71.4K | 0.37% | 53 |
|
|
2024
Q4 | $832K | Buy |
4,832
+935
| +24% | +$161K | 0.34% | 51 |
|
|
2024
Q3 | $659K | Buy |
3,897
+2,497
| +178% | +$422K | 0.27% | 54 |
|
|
2024
Q2 | $213K | Sell |
1,400
-185
| -12% | -$28.1K | 0.1% | 80 |
|
|
2024
Q1 | $248K | Buy |
+1,585
| New | +$248K | 0.12% | 76 |
|