First Dallas Securities’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 | $582K | Hold |
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|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $608K | Hold |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $228K | Buy |
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