BOK Financial Private Wealth’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 | $36.5K | Sell |
227
-41
| -15% | -$6.59K | ﹤0.01% | 272 |
|
|
2025
Q1 | $44.5K | Buy |
268
+32
| +14% | +$5.32K | ﹤0.01% | 271 |
|
|
2024
Q4 | $40.6K | Buy |
236
+1
| +0.4% | +$172 | ﹤0.01% | 276 |
|
|
2024
Q3 | $39.7K | Hold |
235
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $35.7K | Hold |
235
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $36.8K | Hold |
235
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $33.5K | Buy |
+235
| New | +$33.5K | ﹤0.01% | 284 |
|
|
2022
Q3 | – | Sell |
-92
| Closed | -$9K | – | 396 |
|
|
2022
Q2 | $9K | Sell |
92
-1,670
| -95% | -$163K | ﹤0.01% | 338 |
|
|
2022
Q1 | $232K | Buy |
1,762
+103
| +6% | +$13.6K | 0.02% | 277 |
|
|
2021
Q4 | $265K | Buy |
+1,659
| New | +$265K | 0.02% | 247 |
|
|
2017
Q4 | – | Sell |
-2,331
| Closed | -$375K | – | 130 |
|
|
2017
Q3 | $375K | Buy |
2,331
+1,000
| +75% | +$161K | 0.06% | 69 |
|
|
2017
Q2 | $215K | Buy |
+1,331
| New | +$215K | 0.03% | 128 |
|