Dorsey & Whitney 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 | $695K | Sell |
4,326
-52
| -1% | -$8.36K | 0.04% | 351 |
|
|
2025
Q1 | $727K | Buy |
4,378
+288
| +7% | +$47.8K | 0.04% | 323 |
|
|
2024
Q4 | $704K | Buy |
4,090
+491
| +14% | +$84.6K | 0.04% | 323 |
|
|
2024
Q3 | $608K | Buy |
3,599
+105
| +3% | +$17.7K | 0.03% | 360 |
|
|
2024
Q2 | $530K | Buy |
3,494
+280
| +9% | +$42.5K | 0.04% | 338 |
|
|
2024
Q1 | $503K | Buy |
3,214
+27
| +0.8% | +$4.23K | 0.03% | 361 |
|
|
2023
Q4 | $455K | Buy |
3,187
+53
| +2% | +$7.56K | 0.03% | 363 |
|
|
2023
Q3 | $339K | Buy |
3,134
+588
| +23% | +$63.5K | 0.03% | 398 |
|
|
2023
Q2 | $294K | Buy |
2,546
+579
| +29% | +$66.9K | 0.02% | 448 |
|
|
2023
Q1 | $220K | Sell |
1,967
-146
| -7% | -$16.3K | 0.02% | 504 |
|
|
2022
Q4 | $246K | Buy |
+2,113
| New | +$246K | 0.02% | 468 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$260K | – | 580 |
|
|
2022
Q1 | $260K | Sell |
1,978
-92
| -4% | -$12.1K | 0.02% | 467 |
|
|
2021
Q4 | $327K | Buy |
2,070
+393
| +23% | +$62.1K | 0.03% | 386 |
|
|
2021
Q3 | $218K | Hold |
1,677
| – | – | 0.02% | 489 |
|
|
2021
Q2 | $219K | Buy |
+1,677
| New | +$219K | 0.02% | 486 |
|
|
2017
Q2 | – | Sell |
-1,252
| Closed | -$215K | – | 352 |
|
|
2017
Q1 | $215K | Buy |
+1,252
| New | +$215K | 0.04% | 289 |
|