Charles Schwab’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
Q2 | $610M | Buy |
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|
2025
Q1 | $608M | Buy |
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|
2024
Q4 | $626M | Buy |
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|
2024
Q3 | $604M | Sell |
|
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|
2024
Q2 | $549M | Buy |
|
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|
2024
Q1 | $565M | Buy |
|
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|
2023
Q4 | $505M | Buy |
|
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|
2023
Q3 | $374M | Buy |
|
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|
2023
Q2 | $395M | Buy |
|
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|
2023
Q1 | $382M | Buy |
|
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|
2022
Q4 | $394M | Buy |
|
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|
2022
Q3 | $291M | Buy |
|
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|
2022
Q2 | $303M | Sell |
|
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|
2022
Q1 | $427M | Buy |
|
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|
2021
Q4 | $504M | Buy |
|
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|
2021
Q3 | $404M | Buy |
|
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|
2021
Q2 | $398M | Buy |
|
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|
2021
Q1 | $345M | Buy |
|
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|
2020
Q4 | $249M | Buy |
|
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|
2020
Q3 | $175M | Sell |
|
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|
2020
Q2 | $189M | Sell |
|
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|
2020
Q1 | $228M | Buy |
|
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|
2019
Q4 | $596M | Buy |
|
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|
2019
Q3 | $611M | Buy |
|
|||||
|
2019
Q2 | $624M | Buy |
|
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|
2019
Q1 | $705M | Buy |
|
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|
2018
Q4 | $608M | Buy |
|
|||||
|
2018
Q3 | $619M | Buy |
|
|||||
|
2018
Q2 | $562M | Buy |
|
|||||
|
2018
Q1 | $494M | Buy |
|
|||||
|
2017
Q4 | $515M | Buy |
|
|||||
|
2017
Q3 | $457M | Buy |
|
|||||
|
2017
Q2 | $432M | Buy |
|
|||||
|
2017
Q1 | $431M | Buy |
|
|||||
|
2016
Q4 | $421M | Buy |
|
|||||
|
2016
Q3 | $477M | Sell |
|
|||||
|
2016
Q2 | $521M | Buy |
|
|||||
|
2016
Q1 | $462M | Buy |
|
|||||
|
2015
Q4 | $423M | Buy |
|
|||||
|
2015
Q3 | $370M | Buy |
|
|||||
|
2015
Q2 | $335M | Buy |
|
|||||
|
2015
Q1 | $348M | Buy |
|
|||||
|
2014
Q4 | $293M | Buy |
|
|||||
|
2014
Q3 | $234M | Sell |
|
|||||
|
2014
Q2 | $237M | Buy |
|
|||||
|
2014
Q1 | $212M | Buy |
|
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|
2013
Q4 | $168M | Buy |
|
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|
2013
Q3 | $160M | Buy |
|
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|
2013
Q2 | $162M | Buy |
|