Edgar Lomax Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.16M | Sell |
33,035
-13,010
| -28% | -$2.48M | 0.44% | 48 |
|
|
2025
Q4 | $8.52M | Sell |
46,045
-1,040
| -2% | -$189K | 0.65% | 47 |
|
|
2025
Q3 | $8.84M | Sell |
47,085
-13,830
| -23% | -$2.39M | 0.69% | 42 |
|
|
2025
Q2 | $9.79M | Sell |
60,915
-970
| -2% | -$153K | 0.62% | 42 |
|
|
2025
Q1 | $10.3M | Sell |
61,885
-3,935
| -6% | -$688K | 0.64% | 42 |
|
|
2024
Q4 | $11.3M | Sell |
65,820
-171,955
| -72% | -$30.2M | 0.73% | 46 |
|
|
2024
Q3 | $40.2M | Sell |
237,775
-3,730
| -2% | -$591K | 2.45% | 16 |
|
|
2024
Q2 | $36.7M | Sell |
241,505
-4,270
| -2% | -$629K | 2.38% | 16 |
|
|
2024
Q1 | $38.5M | Buy |
245,775
+172,469
| +235% | +$25.3M | 2.38% | 15 |
|
|
2023
Q4 | $10.5M | Sell |
73,306
-3,000
| -4% | -$363K | 0.68% | 38 |
|
|
2023
Q3 | $8.24M | Sell |
76,306
-1,315
| -2% | -$154K | 0.56% | 40 |
|
|
2023
Q2 | $8.96M | Sell |
77,621
-1,059
| -1% | -$115K | 0.59% | 41 |
|
|
2023
Q1 | $8.81M | Buy |
78,680
+19,175
| +32% | +$2.29M | 0.57% | 44 |
|
|
2022
Q4 | $6.99M | Sell |
59,505
-565
| -0.9% | -$62.8K | 0.42% | 51 |
|
|
2022
Q3 | $5.39M | Sell |
60,070
-605
| -1% | -$61.9K | 0.37% | 52 |
|
|
2022
Q2 | $5.76M | Buy |
60,675
+1,675
| +3% | +$192K | 0.36% | 50 |
|
|
2022
Q1 | $7.76M | Sell |
59,000
-50,260
| -46% | -$7.16M | 0.46% | 50 |
|
|
2021
Q4 | $17.5M | Sell |
109,260
-1,060
| -1% | -$162K | 1.04% | 34 |
|
|
2021
Q3 | $14.3M | Sell |
110,320
-2,200
| -2% | -$286K | 0.92% | 38 |
|
|
2021
Q2 | $14.7M | Sell |
112,520
-4,375
| -4% | -$544K | 0.91% | 37 |
|
|
2021
Q1 | $13.3M | Buy |
116,895
+40,170
| +52% | +$4.19M | 0.83% | 39 |
|
|
2020
Q4 | $6.54M | Sell |
76,725
-1,250
| -2% | -$95.5K | 0.44% | 46 |
|
|
2020
Q3 | $5.04M | Buy |
77,975
+3,300
| +4% | +$216K | 0.39% | 47 |
|
|
2020
Q2 | $5.11M | Buy |
74,675
+1,525
| +2% | +$95.7K | 0.41% | 47 |
|
|
2020
Q1 | $4.01M | Buy |
73,150
+20,525
| +39% | +$2.45M | 0.36% | 49 |
|
|
2019
Q4 | $7.84M | Sell |
52,625
-1,840
| -3% | -$276K | 0.51% | 49 |
|
|
2019
Q3 | $8.48M | Sell |
54,465
-500
| -0.9% | -$77.8K | 0.57% | 49 |
|
|
2019
Q2 | $8.78M | Sell |
54,965
-800
| -1% | -$138K | 0.6% | 48 |
|
|
2019
Q1 | $10.2M | Buy |
55,765
+1,650
| +3% | +$293K | 0.7% | 44 |
|
|
2018
Q4 | $9.09M | Sell |
54,115
-700
| -1% | -$125K | 0.69% | 41 |
|
|
2018
Q3 | $9.69M | Sell |
54,815
-2,000
| -4% | -$354K | 0.65% | 46 |
|
|
2018
Q2 | $9.67M | Buy |
56,815
+550
| +1% | +$87.5K | 0.68% | 45 |
|
|
2018
Q1 | $8.69M | Buy |
56,265
+8,800
| +19% | +$1.4M | 0.62% | 48 |
|
|
2017
Q4 | $8.15M | Sell |
47,465
-1,300
| -3% | -$211K | 0.56% | 48 |
|
|
2017
Q3 | $7.85M | Sell |
48,765
-4,093
| -8% | -$654K | 0.55% | 49 |
|
|
2017
Q2 | $8.55M | Sell |
52,858
-1,500
| -3% | -$244K | 0.58% | 48 |
|
|
2017
Q1 | $9.35M | Buy |
54,358
+17,068
| +46% | +$3.05M | 0.63% | 47 |
|
|
2016
Q4 | $6.63M | Sell |
37,290
-3,096
| -8% | -$575K | 0.42% | 51 |
|
|
2016
Q3 | $8.36M | Buy |
40,386
+165
| +0.4% | +$35.8K | 0.52% | 45 |
|
|
2016
Q2 | $8.72M | Buy |
40,221
+1,791
| +5% | +$366K | 0.55% | 43 |
|
|
2016
Q1 | $7.98M | Buy |
38,430
+1,100
| +3% | +$211K | 0.55% | 44 |
|
|
2015
Q4 | $7.26M | Sell |
37,330
-7,300
| -16% | -$1.41M | 0.53% | 45 |
|
|
2015
Q3 | $8.2M | Sell |
44,630
-1,600
| -3% | -$293K | 0.62% | 39 |
|
|
2015
Q2 | $8M | Sell |
46,230
-725
| -2% | -$133K | 0.54% | 43 |
|
|
2015
Q1 | $9.19M | Sell |
46,955
-800
| -2% | -$155K | 0.6% | 38 |
|
|
2014
Q4 | $8.7M | Buy |
47,755
+930
| +2% | +$165K | 0.54% | 41 |
|
|
2014
Q3 | $7.7M | Buy |
46,825
+1,200
| +3% | +$202K | 0.52% | 41 |
|
|
2014
Q2 | $7.59M | Sell |
45,625
-2,449
| -5% | -$400K | 0.54% | 38 |
|
|
2014
Q1 | $7.42M | Buy |
48,074
+4,278
| +10% | +$637K | 0.55% | 38 |
|
|
2013
Q4 | $6.27M | Buy |
+43,796
| New | +$6.31M | 0.47% | 51 |
|
Other funds holding SPG
VPM
VCM
