Cascade Investment Advisors’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 | $1.99M | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $986K | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.07M | Buy |
|