AMG National Trust Bank’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
$236K Sell
2025
Q2
$259K Sell
2025
Q1
$385K Buy
2024
Q4
$318K Buy
2024
Q2
Sell
2024
Q1
$2.44M Sell
2023
Q4
$3.3M Buy
2023
Q3
$2.49M Sell
2023
Q2
$2.72M Buy
2023
Q1
$2.39M Buy
2013
Q3
Sell
2013
Q2
$331K Buy