Lederer & Associates Investment Counsel’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 | $406K | Sell |
2,525
-321
| -11% | -$51.6K | 0.27% | 79 |
|
|
2025
Q1 | $473K | Sell |
2,846
-53
| -2% | -$8.81K | 0.35% | 69 |
|
|
2024
Q4 | $499K | Sell |
2,899
-108
| -4% | -$18.6K | 0.35% | 72 |
|
|
2024
Q3 | $508K | Hold |
3,007
| – | – | 0.36% | 71 |
|
|
2024
Q2 | $456K | Hold |
3,007
| – | – | 0.33% | 72 |
|
|
2024
Q1 | $471K | Buy |
3,007
+69
| +2% | +$10.8K | 0.33% | 74 |
|
|
2023
Q4 | $419K | Sell |
2,938
-97
| -3% | -$13.8K | 0.31% | 75 |
|
|
2023
Q3 | $328K | Hold |
3,035
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $350K | Sell |
3,035
-97
| -3% | -$11.2K | 0.26% | 78 |
|
|
2023
Q1 | $351K | Hold |
3,132
| – | – | 0.27% | 80 |
|
|
2022
Q4 | $368K | Buy |
3,132
+138
| +5% | +$16.2K | 0.3% | 78 |
|
|
2022
Q3 | $269K | Buy |
2,994
+8
| +0.3% | +$719 | 0.23% | 81 |
|
|
2022
Q2 | $283K | Sell |
2,986
-332
| -10% | -$31.5K | 0.22% | 82 |
|
|
2022
Q1 | $437K | Buy |
3,318
+51
| +2% | +$6.72K | 0.27% | 81 |
|
|
2021
Q4 | $522K | Buy |
3,267
+686
| +27% | +$110K | 0.3% | 76 |
|
|
2021
Q3 | $335K | Buy |
+2,581
| New | +$335K | 0.22% | 81 |
|
|
2019
Q3 | – | Sell |
-1,977
| Closed | -$316K | – | 92 |
|
|
2019
Q2 | $316K | Sell |
1,977
-165
| -8% | -$26.4K | 0.29% | 77 |
|
|
2019
Q1 | $390K | Hold |
2,142
| – | – | 0.36% | 67 |
|
|
2018
Q4 | $360K | Sell |
2,142
-45
| -2% | -$7.56K | 0.38% | 66 |
|
|
2018
Q3 | $387K | Hold |
2,187
| – | – | 0.33% | 69 |
|
|
2018
Q2 | $372K | Sell |
2,187
-625
| -22% | -$106K | 0.34% | 71 |
|
|
2018
Q1 | $434K | Buy |
2,812
+410
| +17% | +$63.3K | 0.39% | 64 |
|
|
2017
Q4 | $413K | Buy |
2,402
+182
| +8% | +$31.3K | 0.37% | 65 |
|
|
2017
Q3 | $357K | Sell |
2,220
-135
| -6% | -$21.7K | 0.34% | 64 |
|
|
2017
Q2 | $381K | Sell |
2,355
-195
| -8% | -$31.5K | 0.37% | 63 |
|
|
2017
Q1 | $439K | Buy |
2,550
+25
| +1% | +$4.3K | 0.41% | 63 |
|
|
2016
Q4 | $449K | Buy |
+2,525
| New | +$449K | 0.45% | 59 |
|