CIBC Private Wealth Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
19,961
-1,391
| -7% | -$224K | 0.01% | 487 |
|
|
2025
Q1 | $3M | Buy |
21,352
+3,942
| +23% | +$553K | 0.01% | 476 |
|
|
2024
Q4 | $3.04M | Buy |
17,410
+13,206
| +314% | +$2.31M | 0.01% | 496 |
|
|
2024
Q3 | $710K | Sell |
4,204
-313
| -7% | -$52.9K | ﹤0.01% | 771 |
|
|
2024
Q2 | $663K | Sell |
4,517
-692
| -13% | -$102K | ﹤0.01% | 740 |
|
|
2024
Q1 | $799K | Buy |
5,209
+192
| +4% | +$29.5K | ﹤0.01% | 721 |
|
|
2023
Q4 | $716K | Buy |
5,017
+696
| +16% | +$99.3K | ﹤0.01% | 717 |
|
|
2023
Q3 | $467K | Buy |
+4,321
| New | +$467K | ﹤0.01% | 770 |
|
|
2023
Q1 | – | Sell |
-1,901
| Closed | -$223K | – | 933 |
|
|
2022
Q4 | $223K | Sell |
1,901
-1,246
| -40% | -$146K | ﹤0.01% | 717 |
|
|
2022
Q3 | $282K | Sell |
3,147
-2,805
| -47% | -$251K | ﹤0.01% | 797 |
|
|
2022
Q2 | $565K | Buy |
5,952
+4,213
| +242% | +$400K | ﹤0.01% | 689 |
|
|
2022
Q1 | $229K | Sell |
1,739
-285
| -14% | -$37.5K | ﹤0.01% | 922 |
|
|
2021
Q4 | $323K | Buy |
+2,024
| New | +$323K | ﹤0.01% | 856 |
|
|
2021
Q3 | – | Sell |
-2,128
| Closed | -$278K | – | 1015 |
|
|
2021
Q2 | $278K | Buy |
2,128
+85
| +4% | +$11.1K | ﹤0.01% | 918 |
|
|
2021
Q1 | $232K | Buy |
+2,043
| New | +$232K | ﹤0.01% | 965 |
|
|
2020
Q4 | – | Sell |
-7,761
| Closed | -$531K | – | 1001 |
|
|
2020
Q3 | $531K | Buy |
+7,761
| New | +$531K | ﹤0.01% | 674 |
|
|
2020
Q2 | – | Sell |
-8,080
| Closed | -$443K | – | 785 |
|
|
2020
Q1 | $443K | Buy |
+8,080
| New | +$443K | ﹤0.01% | 653 |
|
|
2019
Q3 | – | Sell |
-10,623
| Closed | -$1.7M | – | 938 |
|
|
2019
Q2 | $1.7M | Sell |
10,623
-65
| -0.6% | -$10.4K | 0.01% | 493 |
|
|
2019
Q1 | $1.95M | Buy |
10,688
+159
| +2% | +$29K | 0.01% | 467 |
|
|
2018
Q4 | $1.77M | Sell |
10,529
-145
| -1% | -$24.4K | 0.01% | 468 |
|
|
2018
Q3 | $1.89M | Sell |
10,674
-167
| -2% | -$29.5K | 0.01% | 517 |
|
|
2018
Q2 | $1.85M | Buy |
10,841
+10,282
| +1,839% | +$1.75M | 0.01% | 520 |
|
|
2018
Q1 | $86K | Sell |
559
-91
| -14% | -$14K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $112K | Sell |
650
-23,596
| -97% | -$4.07M | ﹤0.01% | 1019 |
|
|
2017
Q3 | $3.91M | Sell |
24,246
-378,785
| -94% | -$61M | 0.02% | 377 |
|
|
2017
Q2 | $65.2M | Sell |
403,031
-279
| -0.1% | -$45.1K | 0.41% | 75 |
|
|
2017
Q1 | $69.4M | Buy |
403,310
+1,184
| +0.3% | +$204K | 0.44% | 72 |
|
|
2016
Q4 | $71.4M | Buy |
402,126
+3,318
| +0.8% | +$590K | 0.47% | 68 |
|
|
2016
Q3 | $82.6M | Buy |
398,808
+10,260
| +3% | +$2.12M | 0.57% | 59 |
|
|
2016
Q2 | $84.3M | Buy |
388,548
+8,185
| +2% | +$1.78M | 0.62% | 57 |
|
|
2016
Q1 | $79M | Buy |
380,363
+13,626
| +4% | +$2.83M | 0.61% | 57 |
|
|
2015
Q4 | $71.3M | Buy |
366,737
+1,600
| +0.4% | +$311K | 0.56% | 58 |
|
|
2015
Q3 | $67.1M | Buy |
365,137
+4,362
| +1% | +$801K | 0.55% | 61 |
|
|
2015
Q2 | $62.4M | Buy |
360,775
+1,980
| +0.6% | +$343K | 0.45% | 67 |
|
|
2015
Q1 | $70.2M | Buy |
358,795
+2,340
| +0.7% | +$458K | 0.52% | 66 |
|
|
2014
Q4 | $64.9M | Buy |
356,455
+2,184
| +0.6% | +$398K | 0.5% | 65 |
|
|
2014
Q3 | $58.3M | Sell |
354,271
-407
| -0.1% | -$66.9K | 0.46% | 71 |
|
|
2014
Q2 | $59M | Buy |
354,678
+2,190
| +0.6% | -$3.33M | 0.48% | 68 |
|
|
2014
Q1 | $58M | Buy |
+352,488
| New | +$58M | 0.49% | 70 |
|