Bedel Financial Consulting’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
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $898K | Sell |
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|
2022
Q4 | $961K | Sell |
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|
2022
Q3 | $958K | Buy |
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|
2022
Q2 | $778K | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $926K | Buy |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $852K | Sell |
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|
2019
Q3 | $895K | Buy |
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|
2019
Q2 | $861K | Hold |
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|
2019
Q1 | $982K | Hold |
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|
2018
Q4 | $905K | Sell |
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|
2018
Q3 | $963K | Hold |
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|
2018
Q2 | $941K | Hold |
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|
2018
Q1 | $854K | Buy |
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|
2017
Q4 | $933K | Buy |
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