Heritage Trust’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
Q2 | – | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q2 | $696K | Sell |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $635K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $244K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
|