Fiduciary Group’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 | $3.85M | Sell |
23,977
-247
| -1% | -$39.7K | 0.36% | 69 |
|
|
2025
Q1 | $4.02M | Sell |
24,224
-49
| -0.2% | -$8.14K | 0.4% | 62 |
|
|
2024
Q4 | $4.18M | Sell |
24,273
-441
| -2% | -$75.9K | 0.42% | 61 |
|
|
2024
Q3 | $4.18M | Sell |
24,714
-598
| -2% | -$101K | 0.42% | 63 |
|
|
2024
Q2 | $3.84M | Sell |
25,312
-585
| -2% | -$88.8K | 0.41% | 63 |
|
|
2024
Q1 | $4.05M | Sell |
25,897
-987
| -4% | -$154K | 0.44% | 60 |
|
|
2023
Q4 | $3.83M | Buy |
26,884
+2,239
| +9% | +$319K | 0.45% | 62 |
|
|
2023
Q3 | $2.66M | Buy |
24,645
+470
| +2% | +$50.8K | 0.34% | 72 |
|
|
2023
Q2 | $2.79M | Buy |
24,175
+458
| +2% | +$52.9K | 0.34% | 73 |
|
|
2023
Q1 | $2.66M | Buy |
23,717
+926
| +4% | +$104K | 0.35% | 72 |
|
|
2022
Q4 | $2.68M | Buy |
22,791
+1,304
| +6% | +$153K | 0.36% | 72 |
|
|
2022
Q3 | $2.58M | Buy |
21,487
+12,674
| +144% | +$1.52M | 0.33% | 69 |
|
|
2022
Q2 | $1.01M | Buy |
+8,813
| New | +$1.01M | 0.13% | 115 |
|
|
2020
Q1 | – | Sell |
-1,441
| Closed | -$215K | – | 195 |
|
|
2019
Q4 | $215K | Hold |
1,441
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $224K | Hold |
1,441
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $230K | Hold |
1,441
| – | – | 0.04% | 178 |
|
|
2019
Q1 | $263K | Hold |
1,441
| – | – | 0.05% | 160 |
|
|
2018
Q4 | $242K | Hold |
1,441
| – | – | 0.05% | 156 |
|
|
2018
Q3 | $255K | Hold |
1,441
| – | – | 0.05% | 159 |
|
|
2018
Q2 | $245K | Hold |
1,441
| – | – | 0.05% | 155 |
|
|
2018
Q1 | $222K | Hold |
1,441
| – | – | 0.05% | 166 |
|
|
2017
Q4 | $247K | Hold |
1,441
| – | – | 0.05% | 155 |
|
|
2017
Q3 | $232K | Hold |
1,441
| – | – | 0.05% | 160 |
|
|
2017
Q2 | $233K | Hold |
1,441
| – | – | 0.05% | 160 |
|
|
2017
Q1 | $248K | Hold |
1,441
| – | – | 0.06% | 158 |
|
|
2016
Q4 | $256K | Sell |
1,441
-7
| -0.5% | -$1.24K | 0.07% | 154 |
|
|
2016
Q3 | $300K | Hold |
1,448
| – | – | 0.08% | 143 |
|
|
2016
Q2 | $314K | Sell |
1,448
-125
| -8% | -$27.1K | 0.09% | 143 |
|
|
2016
Q1 | $327K | Sell |
1,573
-34
| -2% | -$7.07K | 0.09% | 143 |
|
|
2015
Q4 | $312K | Sell |
1,607
-25
| -2% | -$4.85K | 0.09% | 144 |
|
|
2015
Q3 | $300K | Hold |
1,632
| – | – | 0.1% | 158 |
|
|
2015
Q2 | $282K | Buy |
+1,632
| New | +$282K | 0.09% | 166 |
|