CCM Investment Advisers’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 | $2M | Sell |
12,455
-35
| -0.3% | -$5.63K | 0.22% | 56 |
|
|
2025
Q1 | $2.07M | Sell |
12,490
-935
| -7% | -$155K | 0.25% | 54 |
|
|
2024
Q4 | $2.31M | Sell |
13,425
-15
| -0.1% | -$2.58K | 0.26% | 57 |
|
|
2024
Q3 | $2.27M | Hold |
13,440
| – | – | 0.25% | 58 |
|
|
2024
Q2 | $2.04M | Hold |
13,440
| – | – | 0.24% | 57 |
|
|
2024
Q1 | $2.1M | Sell |
13,440
-745
| -5% | -$117K | 0.25% | 57 |
|
|
2023
Q4 | $2.02M | Buy |
+14,185
| New | +$2.02M | 0.25% | 60 |
|
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$808K | – | 95 |
|
|
2017
Q2 | $808K | Sell |
5,000
-1,000
| -17% | -$162K | 0.16% | 63 |
|
|
2017
Q1 | $1.03M | Hold |
6,000
| – | – | 0.21% | 64 |
|
|
2016
Q4 | $1.07M | Hold |
6,000
| – | – | 0.22% | 66 |
|
|
2016
Q3 | $1.24M | Hold |
6,000
| – | – | 0.26% | 61 |
|
|
2016
Q2 | $1.3M | Hold |
6,000
| – | – | 0.12% | 85 |
|
|
2016
Q1 | $1.25M | Hold |
6,000
| – | – | 0.12% | 64 |
|
|
2015
Q4 | $1.17M | Buy |
6,000
+3,000
| +100% | +$583K | 0.11% | 62 |
|
|
2015
Q3 | $551K | Hold |
3,000
| – | – | 0.05% | 75 |
|
|
2015
Q2 | $519K | Sell |
3,000
-3,000
| -50% | -$519K | 0.05% | 93 |
|
|
2015
Q1 | $1.17M | Buy |
6,000
+2,000
| +50% | +$391K | 0.11% | 77 |
|
|
2014
Q4 | $728K | Hold |
4,000
| – | – | 0.07% | 79 |
|
|
2014
Q3 | $657K | Hold |
4,000
| – | – | 0.06% | 80 |
|
|
2014
Q2 | $665K | Sell |
4,000
-1,315
| -25% | -$219K | 0.06% | 79 |
|
|
2014
Q1 | $820K | Hold |
5,315
| – | – | 0.08% | 83 |
|
|
2013
Q4 | $760K | Hold |
5,315
| – | – | 0.07% | 87 |
|
|
2013
Q3 | $741K | Hold |
5,315
| – | – | 0.07% | 97 |
|
|
2013
Q2 | $789K | Buy |
+5,315
| New | +$789K | 0.08% | 95 |
|