Greenleaf Trust’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 | $1.46M | Sell |
9,078
-826
| -8% | -$133K | 0.01% | 250 |
|
|
2025
Q1 | $1.64M | Sell |
9,904
-35
| -0.4% | -$5.81K | 0.02% | 230 |
|
|
2024
Q4 | $1.71M | Buy |
9,939
+203
| +2% | +$35K | 0.02% | 220 |
|
|
2024
Q3 | $1.65M | Buy |
9,736
+113
| +1% | +$19.1K | 0.01% | 231 |
|
|
2024
Q2 | $1.46M | Buy |
9,623
+131
| +1% | +$19.9K | 0.01% | 228 |
|
|
2024
Q1 | $1.49M | Sell |
9,492
-77
| -0.8% | -$12.1K | 0.01% | 228 |
|
|
2023
Q4 | $1.36M | Sell |
9,569
-491
| -5% | -$70K | 0.01% | 232 |
|
|
2023
Q3 | $1.09M | Buy |
10,060
+238
| +2% | +$25.7K | 0.01% | 258 |
|
|
2023
Q2 | $1.13M | Sell |
9,822
-292
| -3% | -$33.7K | 0.01% | 245 |
|
|
2023
Q1 | $1.13M | Buy |
10,114
+7
| +0.1% | +$784 | 0.01% | 254 |
|
|
2022
Q4 | $1.19M | Buy |
10,107
+2,270
| +29% | +$267K | 0.02% | 235 |
|
|
2022
Q3 | $703K | Buy |
7,837
+1,053
| +16% | +$94.5K | 0.01% | 307 |
|
|
2022
Q2 | $644K | Sell |
6,784
-219
| -3% | -$20.8K | 0.01% | 324 |
|
|
2022
Q1 | $921K | Buy |
7,003
+204
| +3% | +$26.8K | 0.01% | 267 |
|
|
2021
Q4 | $1.09M | Buy |
6,799
+142
| +2% | +$22.7K | 0.01% | 230 |
|
|
2021
Q3 | $865K | Buy |
6,657
+166
| +3% | +$21.6K | 0.01% | 252 |
|
|
2021
Q2 | $847K | Buy |
6,491
+259
| +4% | +$33.8K | 0.01% | 265 |
|
|
2021
Q1 | $709K | Buy |
6,232
+840
| +16% | +$95.6K | 0.01% | 286 |
|
|
2020
Q4 | $460K | Buy |
5,392
+606
| +13% | +$51.7K | 0.01% | 367 |
|
|
2020
Q3 | $310K | Sell |
4,786
-383
| -7% | -$24.8K | ﹤0.01% | 407 |
|
|
2020
Q2 | $353K | Buy |
+5,169
| New | +$353K | 0.01% | 369 |
|
|
2019
Q3 | – | Sell |
-2,715
| Closed | -$434K | – | 588 |
|
|
2019
Q2 | $434K | Sell |
2,715
-287
| -10% | -$45.9K | 0.01% | 312 |
|
|
2019
Q1 | $547K | Buy |
3,002
+159
| +6% | +$29K | 0.01% | 253 |
|
|
2018
Q4 | $478K | Buy |
2,843
+101
| +4% | +$17K | 0.01% | 264 |
|
|
2018
Q3 | $485K | Buy |
2,742
+226
| +9% | +$40K | 0.01% | 287 |
|
|
2018
Q2 | $428K | Buy |
2,516
+1,141
| +83% | +$194K | 0.01% | 307 |
|
|
2018
Q1 | $212K | Buy |
+1,375
| New | +$212K | ﹤0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-17
| Closed | -$3K | – | 707 |
|
|
2017
Q3 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 690 |
|