Blue Trust Inc’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
$246K Sell
1,533
-110
-7% -$17.7K ﹤0.01% 689
2025
Q1
$273K Buy
1,643
+362
+28% +$60.1K ﹤0.01% 598
2024
Q4
$221K Sell
1,281
-3,057
-70% -$527K ﹤0.01% 610
2024
Q3
$659K Buy
4,338
+2,954
+213% +$448K 0.01% 367
2024
Q2
$217K Buy
1,384
+1,134
+454% +$177K ﹤0.01% 678
2024
Q1
$39.1K Sell
250
-517
-67% -$80.9K ﹤0.01% 998
2023
Q4
$82K Buy
767
+331
+76% +$35.4K ﹤0.01% 760
2023
Q3
$50K Buy
436
+53
+14% +$6.08K ﹤0.01% 851
2023
Q2
$43K Sell
383
-197
-34% -$22.1K ﹤0.01% 747
2023
Q1
$68K Sell
580
-163
-22% -$19.1K ﹤0.01% 904
2022
Q4
$67K Buy
743
+391
+111% +$35.3K ﹤0.01% 809
2022
Q3
$33K Buy
352
+262
+291% +$24.6K ﹤0.01% 904
2022
Q2
$12K Buy
+90
New +$12K ﹤0.01% 1155