Everett Harris & Co’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 | $7.84M | Sell |
|
|||||
|
2025
Q2 | $7.11M | Sell |
|
|||||
|
2025
Q1 | $7.4M | Sell |
|
|||||
|
2024
Q4 | $7.86M | Sell |
|
|||||
|
2024
Q3 | $8.29M | Buy |
|
|||||
|
2024
Q2 | $7.41M | Sell |
|
|||||
|
2024
Q1 | $7.66M | Buy |
|
|||||
|
2023
Q4 | $6.93M | Sell |
|
|||||
|
2023
Q3 | $5.33M | Sell |
|
|||||
|
2023
Q2 | $6.06M | Buy |
|
|||||
|
2023
Q1 | $5.83M | Sell |
|
|||||
|
2022
Q4 | $6.16M | Buy |
|
|||||
|
2022
Q3 | $4.4M | Buy |
|
|||||
|
2022
Q2 | $3.7M | Buy |
|
|||||
|
2022
Q1 | $5.07M | Sell |
|
|||||
|
2021
Q4 | $6.17M | Sell |
|
|||||
|
2021
Q3 | $5.24M | Sell |
|
|||||
|
2021
Q2 | $5.94M | Sell |
|
|||||
|
2021
Q1 | $5.4M | Sell |
|
|||||
|
2020
Q4 | $4.2M | Sell |
|
|||||
|
2020
Q3 | $3.48M | Buy |
|
|||||
|
2020
Q2 | $3.25M | Sell |
|
|||||
|
2020
Q1 | $3.47M | Buy |
|
|||||
|
2019
Q4 | $9.4M | Sell |
|
|||||
|
2019
Q3 | $11M | Buy |
|
|||||
|
2019
Q2 | $9.39M | Buy |
|
|||||
|
2019
Q1 | $3.5M | Buy |
|
|||||
|
2018
Q4 | $2.71M | Buy |
|
|||||
|
2018
Q3 | $801K | Buy |
|
|||||
|
2018
Q2 | $658K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $304K | Buy |
|
|||||
|
2016
Q1 | $208K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $2.65M | Hold |
|
|||||
|
2013
Q3 | $2.58M | Hold |
|
|||||
|
2013
Q2 | $2.75M | Buy |
|