CIA
Cascade Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
10,643
-275
| -3% | -$44.2K | 1.1% | 33 |
|
|
2025
Q1 | $1.81M | Sell |
10,918
-295
| -3% | -$49K | 1.23% | 27 |
|
|
2024
Q4 | $1.93M | Sell |
11,213
-40
| -0.4% | -$6.89K | 1.24% | 24 |
|
|
2024
Q3 | $1.9M | Sell |
11,253
-150
| -1% | -$25.4K | 1.21% | 29 |
|
|
2024
Q2 | $1.73M | Sell |
11,403
-325
| -3% | -$49.3K | 1.17% | 25 |
|
|
2024
Q1 | $1.84M | Sell |
11,728
-565
| -5% | -$88.4K | 1.2% | 26 |
|
|
2023
Q4 | $1.75M | Sell |
12,293
-165
| -1% | -$23.5K | 1.25% | 24 |
|
|
2023
Q3 | $1.35M | Hold |
12,458
| – | – | 1.06% | 34 |
|
|
2023
Q2 | $1.44M | Buy |
12,458
+130
| +1% | +$15K | 1.07% | 36 |
|
|
2023
Q1 | $1.38M | Sell |
12,328
-55
| -0.4% | -$6.16K | 1.09% | 38 |
|
|
2022
Q4 | $1.45M | Sell |
12,383
-60
| -0.5% | -$7.05K | 1.21% | 25 |
|
|
2022
Q3 | $1.36M | Buy |
12,443
+2,060
| +20% | +$224K | 1.17% | 31 |
|
|
2022
Q2 | $986K | Buy |
10,383
+695
| +7% | +$66K | 0.77% | 69 |
|
|
2022
Q1 | $1.27M | Sell |
9,688
-15
| -0.2% | -$1.97K | 0.78% | 69 |
|
|
2021
Q4 | $1.55M | Buy |
9,703
+25
| +0.3% | +$3.99K | 0.91% | 44 |
|
|
2021
Q3 | $1.26M | Sell |
9,678
-50
| -0.5% | -$6.5K | 0.82% | 61 |
|
|
2021
Q2 | $1.27M | Buy |
9,728
+358
| +4% | +$46.7K | 0.8% | 66 |
|
|
2021
Q1 | $1.07M | Buy |
+9,370
| New | +$1.07M | 0.69% | 80 |
|