Douglas Lane & Associates’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 | $38.7M | Sell |
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|
2025
Q2 | $34M | Sell |
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|
2025
Q1 | $38.9M | Sell |
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|
2024
Q4 | $41.4M | Sell |
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|
2024
Q3 | $41.7M | Sell |
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|
2024
Q2 | $38.4M | Sell |
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|
2024
Q1 | $40M | Sell |
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|
2023
Q4 | $36.7M | Buy |
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|
2023
Q3 | $27.5M | Sell |
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|
2023
Q2 | $29.4M | Buy |
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|
2023
Q1 | $28.2M | Sell |
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|
2022
Q4 | $29.6M | Buy |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $22.3M | Buy |
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|
2022
Q1 | $30.3M | Buy |
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|
2021
Q4 | $36.7M | Buy |
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|
2021
Q3 | $29.4M | Buy |
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|
2021
Q2 | $28.1M | Buy |
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|
2021
Q1 | $23.2M | Sell |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $12.9M | Buy |
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|
2020
Q2 | $11M | Buy |
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|
2020
Q1 | $7.56M | Sell |
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|
2019
Q4 | $47.8M | Buy |
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|
2019
Q3 | $43.6M | Buy |
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|
2019
Q2 | $40.9M | Buy |
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|
2019
Q1 | $44.1M | Buy |
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|
2018
Q4 | $39.5M | Sell |
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|
2018
Q3 | $41.9M | Buy |
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|
2018
Q2 | $39.6M | Buy |
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|
2018
Q1 | $32.1M | Buy |
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|
2017
Q4 | $23.1M | Buy |
|