Colonial Trust’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 | $40.7K | Buy |
253
+83
| +49% | +$13.3K | 0.01% | 575 |
|
|
2025
Q1 | $27.9K | Sell |
170
-39
| -19% | -$6.41K | ﹤0.01% | 631 |
|
|
2024
Q4 | $36.4K | Buy |
209
+57
| +38% | +$9.94K | 0.01% | 642 |
|
|
2024
Q3 | $24.6K | Sell |
152
-10
| -6% | -$1.62K | ﹤0.01% | 676 |
|
|
2024
Q2 | $24.5K | Buy |
+162
| New | +$24.5K | ﹤0.01% | 628 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1016 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$4.32K | – | 1004 |
|
|
2023
Q3 | $4.32K | Buy |
+40
| New | +$4.32K | ﹤0.01% | 807 |
|