Duncker Streett & Co’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 | $17.5K | Hold |
109
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $18.1K | Hold |
109
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $18.8K | Buy |
+109
| New | +$18.8K | ﹤0.01% | 401 |
|
|
2022
Q1 | – | Sell |
-347
| Closed | -$55K | – | 519 |
|
|
2021
Q4 | $55K | Buy |
347
+4
| +1% | +$634 | 0.01% | 330 |
|
|
2021
Q3 | $45K | Buy |
343
+3
| +0.9% | +$394 | 0.01% | 345 |
|
|
2021
Q2 | $44K | Buy |
340
+4
| +1% | +$518 | 0.01% | 347 |
|
|
2021
Q1 | $38K | Buy |
+336
| New | +$38K | 0.01% | 357 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$86K | – | 627 |
|
|
2017
Q1 | $86K | Hold |
500
| – | – | 0.03% | 341 |
|
|
2016
Q4 | $89K | Hold |
500
| – | – | 0.03% | 322 |
|
|
2016
Q3 | $104K | Hold |
500
| – | – | 0.04% | 290 |
|
|
2016
Q2 | $108K | Hold |
500
| – | – | 0.04% | 278 |
|
|
2016
Q1 | $104K | Buy |
500
+200
| +67% | +$41.6K | 0.04% | 277 |
|
|
2015
Q4 | $58K | Hold |
300
| – | – | 0.02% | 342 |
|
|
2015
Q3 | $55K | Hold |
300
| – | – | 0.02% | 350 |
|
|
2015
Q2 | $52K | Hold |
300
| – | – | 0.02% | 371 |
|
|
2015
Q1 | $59K | Hold |
300
| – | – | 0.02% | 364 |
|
|
2014
Q4 | $55K | Hold |
300
| – | – | 0.02% | 369 |
|
|
2014
Q3 | $49K | Hold |
300
| – | – | 0.02% | 380 |
|
|
2014
Q2 | $50K | Buy |
+300
| New | +$50K | 0.02% | 382 |
|