Jones Financial Companies’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 | $11.4M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $9.83M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $96.6K | Buy |
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|
2023
Q4 | $19.4K | Buy |
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|
2023
Q3 | $2.59K | Hold |
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|
2023
Q2 | $2.77K | Sell |
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|
2023
Q1 | $25.6K | Sell |
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|
2022
Q4 | $39K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $53K | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $78K | Sell |
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|
2021
Q2 | $115K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $356K | Sell |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $338K | Sell |
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|
2017
Q4 | $551K | Sell |
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|
2017
Q3 | $613K | Sell |
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|
2017
Q2 | $631K | Buy |
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|
2017
Q1 | $650K | Sell |
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|
2016
Q4 | $906K | Sell |
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|
2016
Q3 | $1.4M | Buy |
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|
2016
Q2 | $1.35M | Buy |
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|
2016
Q1 | $939K | Sell |
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|
2015
Q4 | $1.61M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.65M | Hold |
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|
2014
Q4 | $1.53M | Sell |
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|
2014
Q3 | $1.41M | Sell |
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|
2014
Q2 | $1.52M | Sell |
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|
2014
Q1 | $1.49M | Buy |
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|
2013
Q4 | $503K | Sell |
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|
2013
Q3 | $497K | Buy |
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|
2013
Q2 | $442K | Buy |
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