AMG National Trust Bank’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 | $259K | Sell |
1,610
-710
| -31% | -$114K | 0.01% | 400 |
|
|
2025
Q1 | $385K | Buy |
2,320
+475
| +26% | +$78.9K | 0.01% | 349 |
|
|
2024
Q4 | $318K | Buy |
+1,845
| New | +$318K | 0.01% | 381 |
|
|
2024
Q2 | – | Sell |
-15,572
| Closed | -$2.44M | – | 452 |
|
|
2024
Q1 | $2.44M | Sell |
15,572
-7,550
| -33% | -$1.18M | 0.07% | 174 |
|
|
2023
Q4 | $3.3M | Buy |
23,122
+107
| +0.5% | +$15.3K | 0.1% | 134 |
|
|
2023
Q3 | $2.49M | Sell |
23,015
-516
| -2% | -$55.7K | 0.09% | 151 |
|
|
2023
Q2 | $2.72M | Buy |
23,531
+2,160
| +10% | +$249K | 0.09% | 144 |
|
|
2023
Q1 | $2.39M | Buy |
+21,371
| New | +$2.39M | 0.08% | 155 |
|
|
2013
Q3 | – | Sell |
-2,230
| Closed | -$331K | – | 230 |
|
|
2013
Q2 | $331K | Buy |
+2,230
| New | +$331K | 0.04% | 178 |
|