Carnegie Investment Counsel’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 | $201K | Sell |
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|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $580K | Hold |
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|
2019
Q2 | $596K | Hold |
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|
2019
Q1 | $679K | Sell |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $933K | Buy |
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|
2018
Q2 | $663K | Hold |
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|
2018
Q1 | $604K | Hold |
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|
2017
Q4 | $585K | Hold |
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|
2017
Q3 | $625K | Sell |
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|
2017
Q2 | $643K | Buy |
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|
2017
Q1 | $473K | Sell |
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|
2016
Q4 | $532K | Sell |
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|
2016
Q3 | $580K | Buy |
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|
2016
Q2 | $623K | Sell |
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|
2016
Q1 | $607K | Hold |
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|
2015
Q4 | $544K | Sell |
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|
2015
Q3 | $622K | Buy |
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|
2015
Q2 | $488K | Hold |
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|
2015
Q1 | $540K | Sell |
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|
2014
Q4 | $581K | Buy |
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|
2014
Q3 | $488K | Buy |
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|
2014
Q2 | $469K | Sell |
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|
2014
Q1 | $463K | Hold |
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|
2013
Q4 | $429K | Sell |
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|
2013
Q3 | $458K | Buy |
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|
2013
Q2 | $487K | Buy |
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