Fiduciary Group’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 | $4.48M | Sell |
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|
2025
Q2 | $3.85M | Sell |
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|
2025
Q1 | $4.02M | Sell |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $248K | Hold |
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|
2016
Q4 | $256K | Sell |
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|
2016
Q3 | $300K | Hold |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $327K | Sell |
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|
2015
Q4 | $312K | Sell |
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|
2015
Q3 | $300K | Hold |
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|
2015
Q2 | $282K | Buy |
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