Edgemoor Investment Advisors’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 | $11.2M | Buy |
69,967
+361
| +0.5% | +$58K | 0.97% | 28 |
|
|
2025
Q1 | $11.6M | Sell |
69,606
-137
| -0.2% | -$22.8K | 1.06% | 27 |
|
|
2024
Q4 | $12M | Sell |
69,743
-1,188
| -2% | -$205K | 1.06% | 23 |
|
|
2024
Q3 | $12M | Buy |
70,931
+1,905
| +3% | +$322K | 1.04% | 23 |
|
|
2024
Q2 | $10.5M | Buy |
69,026
+21,941
| +47% | +$3.33M | 0.98% | 26 |
|
|
2024
Q1 | $7.37M | Buy |
47,085
+2,094
| +5% | +$328K | 0.7% | 37 |
|
|
2023
Q4 | $6.42M | Sell |
44,991
-234
| -0.5% | -$33.4K | 0.67% | 37 |
|
|
2023
Q3 | $4.89M | Buy |
45,225
+1,700
| +4% | +$184K | 0.58% | 42 |
|
|
2023
Q2 | $5.03M | Sell |
43,525
-2,010
| -4% | -$232K | 0.57% | 44 |
|
|
2023
Q1 | $5.1M | Buy |
45,535
+180
| +0.4% | +$20.2K | 0.62% | 42 |
|
|
2022
Q4 | $5.33M | Sell |
45,355
-610
| -1% | -$71.7K | 0.67% | 42 |
|
|
2022
Q3 | $4.13M | Buy |
45,965
+1,489
| +3% | +$134K | 0.55% | 46 |
|
|
2022
Q2 | $4.22M | Buy |
44,476
+121
| +0.3% | +$11.5K | 0.53% | 47 |
|
|
2022
Q1 | $5.84M | Buy |
44,355
+3,465
| +8% | +$456K | 0.62% | 45 |
|
|
2021
Q4 | $6.53M | Buy |
40,890
+125
| +0.3% | +$20K | 0.67% | 44 |
|
|
2021
Q3 | $5.3M | Sell |
40,765
-5,570
| -12% | -$724K | 0.6% | 50 |
|
|
2021
Q2 | $6.05M | Buy |
46,335
+16,225
| +54% | +$2.12M | 0.56% | 50 |
|
|
2021
Q1 | $3.43M | Buy |
30,110
+20,805
| +224% | +$2.37M | 0.34% | 56 |
|
|
2020
Q4 | $794K | Buy |
+9,305
| New | +$794K | 0.09% | 77 |
|
|
2020
Q1 | – | Sell |
-54,255
| Closed | -$8.08M | – | 130 |
|
|
2019
Q4 | $8.08M | Buy |
54,255
+10,452
| +24% | +$1.56M | 0.92% | 45 |
|
|
2019
Q3 | $6.82M | Buy |
+43,803
| New | +$6.82M | 0.84% | 45 |
|