BOK Financial Private Wealth’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
$42.6K Hold
2025
Q2
$36.5K Sell
2025
Q1
$44.5K Buy
2024
Q4
$40.6K Buy
2024
Q3
$39.7K Hold
2024
Q2
$35.7K Hold
2024
Q1
$36.8K Hold
2023
Q4
$33.5K Buy
2022
Q3
Sell
2022
Q2
$9K Sell
2022
Q1
$232K Buy
2021
Q4
$265K Buy
2017
Q4
Sell
2017
Q3
$375K Buy
2017
Q2
$215K Buy