Colonial Trust Advisors’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 | $8.04K | Hold |
50
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $8.3K | Hold |
50
| – | – | ﹤0.01% | 516 |
|
|
2024
Q4 | $8.61K | Hold |
50
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $8.45K | Hold |
50
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $7.59K | Sell |
50
-17
| -25% | -$2.58K | ﹤0.01% | 558 |
|
|
2024
Q1 | $10.5K | Sell |
67
-17
| -20% | -$2.66K | ﹤0.01% | 587 |
|
|
2023
Q4 | $12K | Hold |
84
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $9.08K | Hold |
84
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $9.7K | Hold |
84
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $9.41K | Sell |
84
-1
| -1% | -$112 | ﹤0.01% | 525 |
|
|
2022
Q4 | $9.99K | Buy |
+85
| New | +$9.99K | ﹤0.01% | 516 |
|