Brown, Lisle/Cummings’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 | $422K | Hold |
2,628
| – | – | 0.11% | 160 |
|
|
2025
Q1 | $436K | Hold |
2,628
| – | – | 0.13% | 152 |
|
|
2024
Q4 | $453K | Buy |
2,628
+300
| +13% | +$51.7K | 0.14% | 150 |
|
|
2024
Q3 | $393K | Sell |
2,328
-77
| -3% | -$13K | 0.12% | 155 |
|
|
2024
Q2 | $365K | Sell |
2,405
-310
| -11% | -$47.1K | 0.12% | 160 |
|
|
2024
Q1 | $425K | Sell |
2,715
-200
| -7% | -$31.3K | 0.14% | 144 |
|
|
2023
Q4 | $416K | Buy |
2,915
+450
| +18% | +$64.2K | 0.15% | 135 |
|
|
2023
Q3 | $266K | Sell |
2,465
-1,700
| -41% | -$184K | 0.12% | 155 |
|
|
2023
Q2 | $481K | Buy |
4,165
+600
| +17% | +$69.3K | 0.22% | 109 |
|
|
2023
Q1 | $399K | Sell |
3,565
-95
| -3% | -$10.6K | 0.2% | 115 |
|
|
2022
Q4 | $430K | Hold |
3,660
| – | – | 0.23% | 107 |
|
|
2022
Q3 | $328K | Hold |
3,660
| – | – | 0.19% | 110 |
|
|
2022
Q2 | $347K | Buy |
3,660
+50
| +1% | +$4.75K | 0.19% | 114 |
|
|
2022
Q1 | $475K | Hold |
3,610
| – | – | 0.23% | 99 |
|
|
2021
Q4 | $577K | Buy |
+3,610
| New | +$577K | 0.29% | 81 |
|