Ballentine Partners’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 | $850K | Sell |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $955K | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $795K | Buy |
|
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $217K | Buy |
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