Heartland Bank & 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 | $248K | Buy |
+1,544
| New | +$248K | 0.12% | 155 |
|
|
2022
Q4 | – | Sell |
-3,847
| Closed | -$345K | – | 152 |
|
|
2022
Q3 | $345K | Buy |
3,847
+53
| +1% | +$4.75K | 0.33% | 95 |
|
|
2022
Q2 | $360K | Sell |
3,794
-39
| -1% | -$3.7K | 0.32% | 101 |
|
|
2022
Q1 | $504K | Sell |
3,833
-124
| -3% | -$16.3K | 0.38% | 91 |
|
|
2021
Q4 | $632K | Sell |
3,957
-50
| -1% | -$7.99K | 0.47% | 61 |
|
|
2021
Q3 | $521K | Buy |
4,007
+234
| +6% | +$30.4K | 0.45% | 68 |
|
|
2021
Q2 | $492K | Buy |
+3,773
| New | +$492K | 0.45% | 65 |
|