Brown, Lisle/Cummings’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 | $475K | Sell |
|
|||||
|
2025
Q2 | $422K | Hold |
|
|||||
|
2025
Q1 | $436K | Hold |
|
|||||
|
2024
Q4 | $453K | Buy |
|
|||||
|
2024
Q3 | $393K | Sell |
|
|||||
|
2024
Q2 | $365K | Sell |
|
|||||
|
2024
Q1 | $425K | Sell |
|
|||||
|
2023
Q4 | $416K | Buy |
|
|||||
|
2023
Q3 | $266K | Sell |
|
|||||
|
2023
Q2 | $481K | Buy |
|
|||||
|
2023
Q1 | $399K | Sell |
|
|||||
|
2022
Q4 | $430K | Hold |
|
|||||
|
2022
Q3 | $328K | Hold |
|
|||||
|
2022
Q2 | $347K | Buy |
|
|||||
|
2022
Q1 | $475K | Hold |
|
|||||
|
2021
Q4 | $577K | Buy |
|