Everett Harris & 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 | $7.11M | Sell |
44,247
-308
| -0.7% | -$49.5K | 0.09% | 62 |
|
|
2025
Q1 | $7.4M | Sell |
44,555
-1,063
| -2% | -$177K | 0.1% | 60 |
|
|
2024
Q4 | $7.86M | Sell |
45,618
-3,407
| -7% | -$587K | 0.1% | 57 |
|
|
2024
Q3 | $8.29M | Buy |
49,025
+234
| +0.5% | +$39.6K | 0.1% | 57 |
|
|
2024
Q2 | $7.41M | Sell |
48,791
-170
| -0.3% | -$25.8K | 0.09% | 59 |
|
|
2024
Q1 | $7.66M | Buy |
48,961
+410
| +0.8% | +$64.2K | 0.1% | 59 |
|
|
2023
Q4 | $6.93M | Sell |
48,551
-748
| -2% | -$107K | 0.1% | 61 |
|
|
2023
Q3 | $5.33M | Sell |
49,299
-3,150
| -6% | -$340K | 0.08% | 63 |
|
|
2023
Q2 | $6.06M | Buy |
52,449
+397
| +0.8% | +$45.8K | 0.09% | 62 |
|
|
2023
Q1 | $5.83M | Sell |
52,052
-340
| -0.6% | -$38.1K | 0.09% | 61 |
|
|
2022
Q4 | $6.16M | Buy |
52,392
+3,355
| +7% | +$394K | 0.11% | 62 |
|
|
2022
Q3 | $4.4M | Buy |
49,037
+10,027
| +26% | +$900K | 0.08% | 67 |
|
|
2022
Q2 | $3.7M | Buy |
39,010
+495
| +1% | +$47K | 0.06% | 75 |
|
|
2022
Q1 | $5.07M | Sell |
38,515
-95
| -0.2% | -$12.5K | 0.07% | 74 |
|
|
2021
Q4 | $6.17M | Sell |
38,610
-1,675
| -4% | -$268K | 0.09% | 69 |
|
|
2021
Q3 | $5.24M | Sell |
40,285
-5,253
| -12% | -$683K | 0.08% | 71 |
|
|
2021
Q2 | $5.94M | Sell |
45,538
-1,965
| -4% | -$256K | 0.1% | 65 |
|
|
2021
Q1 | $5.4M | Sell |
47,503
-1,727
| -4% | -$196K | 0.09% | 65 |
|
|
2020
Q4 | $4.2M | Sell |
49,230
-4,495
| -8% | -$383K | 0.07% | 71 |
|
|
2020
Q3 | $3.48M | Buy |
53,725
+6,222
| +13% | +$402K | 0.07% | 79 |
|
|
2020
Q2 | $3.25M | Sell |
47,503
-15,750
| -25% | -$1.08M | 0.07% | 75 |
|
|
2020
Q1 | $3.47M | Buy |
63,253
+155
| +0.2% | +$8.5K | 0.09% | 69 |
|
|
2019
Q4 | $9.4M | Sell |
63,098
-7,325
| -10% | -$1.09M | 0.21% | 51 |
|
|
2019
Q3 | $11M | Buy |
70,423
+11,674
| +20% | +$1.82M | 0.27% | 47 |
|
|
2019
Q2 | $9.39M | Buy |
58,749
+39,514
| +205% | +$6.31M | 0.23% | 48 |
|
|
2019
Q1 | $3.51M | Buy |
19,235
+3,072
| +19% | +$560K | 0.09% | 72 |
|
|
2018
Q4 | $2.72M | Buy |
16,163
+11,633
| +257% | +$1.95M | 0.08% | 80 |
|
|
2018
Q3 | $801K | Buy |
4,530
+665
| +17% | +$118K | 0.02% | 144 |
|
|
2018
Q2 | $658K | Buy |
+3,865
| New | +$658K | 0.02% | 149 |
|
|
2016
Q3 | – | Sell |
-1,400
| Closed | -$304K | – | 239 |
|
|
2016
Q2 | $304K | Buy |
1,400
+400
| +40% | +$86.9K | 0.01% | 199 |
|
|
2016
Q1 | $208K | Buy |
+1,000
| New | +$208K | 0.01% | 226 |
|
|
2014
Q1 | – | Sell |
-18,480
| Closed | -$2.65M | – | 234 |
|
|
2013
Q4 | $2.65M | Hold |
18,480
| – | – | 0.1% | 75 |
|
|
2013
Q3 | $2.58M | Hold |
18,480
| – | – | 0.11% | 71 |
|
|
2013
Q2 | $2.75M | Buy |
+18,480
| New | +$2.75M | 0.11% | 73 |
|