DLA
Douglas Lane & Associates’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
211,196
-22,978
| -10% | -$3.69M | 0.49% | 82 |
|
|
2025
Q1 | $38.9M | Sell |
234,174
-6,400
| -3% | -$1.06M | 0.57% | 71 |
|
|
2024
Q4 | $41.4M | Sell |
240,574
-5,869
| -2% | -$1.01M | 0.58% | 74 |
|
|
2024
Q3 | $41.7M | Sell |
246,443
-6,739
| -3% | -$1.14M | 0.57% | 73 |
|
|
2024
Q2 | $38.4M | Sell |
253,182
-2,357
| -0.9% | -$358K | 0.55% | 76 |
|
|
2024
Q1 | $40M | Sell |
255,539
-1,414
| -0.6% | -$221K | 0.57% | 71 |
|
|
2023
Q4 | $36.7M | Buy |
256,953
+2,541
| +1% | +$362K | 0.56% | 70 |
|
|
2023
Q3 | $27.5M | Sell |
254,412
-255
| -0.1% | -$27.5K | 0.46% | 78 |
|
|
2023
Q2 | $29.4M | Buy |
254,667
+2,488
| +1% | +$287K | 0.47% | 78 |
|
|
2023
Q1 | $28.2M | Sell |
252,179
-17
| -0% | -$1.9K | 0.47% | 76 |
|
|
2022
Q4 | $29.6M | Buy |
252,196
+4,450
| +2% | +$523K | 0.5% | 70 |
|
|
2022
Q3 | $22.2M | Buy |
247,746
+12,590
| +5% | +$1.13M | 0.41% | 88 |
|
|
2022
Q2 | $22.3M | Buy |
235,156
+4,603
| +2% | +$437K | 0.38% | 91 |
|
|
2022
Q1 | $30.3M | Buy |
230,553
+927
| +0.4% | +$122K | 0.43% | 86 |
|
|
2021
Q4 | $36.7M | Buy |
229,626
+3,348
| +1% | +$535K | 0.49% | 78 |
|
|
2021
Q3 | $29.4M | Buy |
226,278
+10,682
| +5% | +$1.39M | 0.42% | 85 |
|
|
2021
Q2 | $28.1M | Buy |
215,596
+12,076
| +6% | +$1.58M | 0.39% | 86 |
|
|
2021
Q1 | $23.2M | Sell |
203,520
-1,711
| -0.8% | -$195K | 0.36% | 85 |
|
|
2020
Q4 | $17.5M | Buy |
205,231
+6,203
| +3% | +$529K | 0.29% | 93 |
|
|
2020
Q3 | $12.9M | Buy |
199,028
+38,684
| +24% | +$2.5M | 0.25% | 94 |
|
|
2020
Q2 | $11M | Buy |
160,344
+22,501
| +16% | +$1.54M | 0.24% | 95 |
|
|
2020
Q1 | $7.56M | Sell |
137,843
-182,976
| -57% | -$10M | 0.2% | 98 |
|
|
2019
Q4 | $47.8M | Buy |
320,819
+40,412
| +14% | +$6.02M | 0.89% | 48 |
|
|
2019
Q3 | $43.6M | Buy |
280,407
+24,480
| +10% | +$3.81M | 0.87% | 48 |
|
|
2019
Q2 | $40.9M | Buy |
255,927
+13,784
| +6% | +$2.2M | 0.8% | 52 |
|
|
2019
Q1 | $44.1M | Buy |
242,143
+7,241
| +3% | +$1.32M | 0.92% | 50 |
|
|
2018
Q4 | $39.5M | Sell |
234,902
-1,934
| -0.8% | -$325K | 0.93% | 46 |
|
|
2018
Q3 | $41.9M | Buy |
236,836
+4,282
| +2% | +$757K | 0.82% | 55 |
|
|
2018
Q2 | $39.6M | Buy |
232,554
+24,871
| +12% | +$4.23M | 0.84% | 55 |
|
|
2018
Q1 | $32.1M | Buy |
207,683
+73,144
| +54% | +$11.3M | 0.7% | 63 |
|
|
2017
Q4 | $23.1M | Buy |
+134,539
| New | +$23.1M | 0.49% | 72 |
|