Edmond de Rothschild Holding’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 | $58.2K | Hold |
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|
2025
Q2 | $49.8K | Hold |
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|
2025
Q1 | $51.5K | Hold |
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|
2024
Q4 | $53.4K | Hold |
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|
2024
Q3 | $52.4K | Hold |
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|
2024
Q2 | $47.1K | Hold |
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|
2024
Q1 | $48.5K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $70.1K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $4.4M | Sell |
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|
2021
Q4 | $7.1M | Buy |
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|
2021
Q3 | $5.12M | Sell |
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|
2021
Q2 | $5.36M | Sell |
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|
2021
Q1 | $4.74M | Sell |
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|
2020
Q4 | $4.23M | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $159K | Sell |
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|
2020
Q1 | $346K | Sell |
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|
2019
Q4 | $2.01M | Sell |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $2.36M | Sell |
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|
2018
Q4 | $2.5M | Sell |
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|
2018
Q3 | $2.69M | Sell |
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|
2018
Q2 | $2.59M | Sell |
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|
2018
Q1 | $2.63M | Sell |
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|
2017
Q4 | $3.55M | Sell |
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|
2017
Q3 | $3.48M | Buy |
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|
2017
Q2 | $3.21M | Buy |
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|
2017
Q1 | $3.12M | Buy |
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|
2016
Q4 | $1.39M | Sell |
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|
2016
Q3 | $2.51M | Buy |
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|
2016
Q2 | $2.4M | Buy |
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|
2016
Q1 | $1.51M | Hold |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $2.4M | Buy |
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|
2015
Q2 | $2.01M | Buy |
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