Evergreen Capital Management’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 | $933K | Sell |
|
|||||
|
2025
Q2 | $802K | Sell |
|
|||||
|
2025
Q1 | $858K | Buy |
|
|||||
|
2024
Q4 | $853K | Sell |
|
|||||
|
2024
Q3 | $871K | Buy |
|
|||||
|
2024
Q2 | $315K | Buy |
|
|||||
|
2024
Q1 | $296K | Buy |
|
|||||
|
2023
Q4 | $261K | Sell |
|
|||||
|
2023
Q3 | $495K | Buy |
|
|||||
|
2023
Q2 | $519K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $272K | Buy |
|