Excalibur 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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $306K | Buy |
|