Bradley Foster & Sargent’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 | $476K | Sell |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.67M | Sell |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $1.93M | Sell |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.7M | Buy |
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|
2017
Q4 | $757K | Buy |
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|
2017
Q3 | $635K | Buy |
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|
2017
Q2 | $428K | Sell |
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|
2017
Q1 | $1.21M | Sell |
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|
2016
Q4 | $2.14M | Buy |
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|
2016
Q3 | $2.38M | Sell |
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|
2016
Q2 | $2.59M | Sell |
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|
2016
Q1 | $2.68M | Hold |
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|
2015
Q4 | $2.51M | Sell |
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|
2015
Q3 | $2.56M | Sell |
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|
2015
Q2 | $2.5M | Sell |
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|
2015
Q1 | $3.13M | Sell |
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|
2014
Q4 | $3M | Sell |
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|
2014
Q3 | $2.73M | Sell |
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|
2014
Q2 | $2.77M | Sell |
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|
2014
Q1 | $2.74M | Buy |
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|
2013
Q4 | $2.46M | Sell |
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|
2013
Q3 | $2.47M | Sell |
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|
2013
Q2 | $2.8M | Buy |
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