Dorsey & Whitney Trust’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
Q3 | $772K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $219K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $215K | Buy |
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