Excalibur Management’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
Q1 | – | Sell |
-1,189
| Closed | -$205K | – | 169 |
|
|
2024
Q4 | $205K | Hold |
1,189
| – | – | 0.08% | 159 |
|
|
2024
Q3 | $201K | Buy |
+1,189
| New | +$201K | 0.08% | 160 |
|
|
2022
Q1 | – | Sell |
-1,502
| Closed | -$240K | – | 160 |
|
|
2021
Q4 | $240K | Sell |
1,502
-1,564
| -51% | -$250K | 0.1% | 145 |
|
|
2021
Q3 | $398K | Sell |
3,066
-1,074
| -26% | -$139K | 0.17% | 112 |
|
|
2021
Q2 | $540K | Sell |
4,140
-151
| -4% | -$19.7K | 0.24% | 90 |
|
|
2021
Q1 | $488K | Sell |
4,291
-363
| -8% | -$41.3K | 0.24% | 87 |
|
|
2020
Q4 | $397K | Sell |
4,654
-13
| -0.3% | -$1.11K | 0.21% | 99 |
|
|
2020
Q3 | $302K | Sell |
4,667
-1,247
| -21% | -$80.7K | 0.18% | 100 |
|
|
2020
Q2 | $404K | Buy |
5,914
+337
| +6% | +$23K | 0.27% | 71 |
|
|
2020
Q1 | $306K | Buy |
+5,577
| New | +$306K | 0.24% | 75 |
|