First Bancorp’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 | $246K | Sell |
1,528
-3
| -0.2% | -$482 | 0.14% | 115 |
|
|
2025
Q1 | $254K | Hold |
1,531
| – | – | 0.17% | 111 |
|
|
2024
Q4 | $264K | Buy |
1,531
+3
| +0.2% | +$517 | 0.18% | 105 |
|
|
2024
Q3 | $258K | Hold |
1,528
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $232K | Hold |
1,528
| – | – | 0.17% | 110 |
|
|
2024
Q1 | $239K | Hold |
1,528
| – | – | 0.18% | 103 |
|
|
2023
Q4 | $218K | Buy |
+1,528
| New | +$218K | 0.17% | 106 |
|
|
2022
Q2 | – | Sell |
-2,020
| Closed | -$266K | – | 114 |
|
|
2022
Q1 | $266K | Buy |
2,020
+550
| +37% | +$72.4K | 0.24% | 85 |
|
|
2021
Q4 | $235K | Buy |
+1,470
| New | +$235K | 0.2% | 92 |
|
|
2021
Q1 | $216K | Buy |
+1,905
| New | +$216K | 0.21% | 98 |
|