Lederer & Associates Investment Counsel’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
Q3 | $476K | Buy |
|
|||||
|
2025
Q2 | $406K | Sell |
|
|||||
|
2025
Q1 | $473K | Sell |
|
|||||
|
2024
Q4 | $499K | Sell |
|
|||||
|
2024
Q3 | $508K | Hold |
|
|||||
|
2024
Q2 | $456K | Hold |
|
|||||
|
2024
Q1 | $471K | Buy |
|
|||||
|
2023
Q4 | $419K | Sell |
|
|||||
|
2023
Q3 | $328K | Hold |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $351K | Hold |
|
|||||
|
2022
Q4 | $368K | Buy |
|
|||||
|
2022
Q3 | $269K | Buy |
|
|||||
|
2022
Q2 | $283K | Sell |
|
|||||
|
2022
Q1 | $437K | Buy |
|
|||||
|
2021
Q4 | $522K | Buy |
|
|||||
|
2021
Q3 | $335K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $316K | Sell |
|
|||||
|
2019
Q1 | $390K | Hold |
|
|||||
|
2018
Q4 | $360K | Sell |
|
|||||
|
2018
Q3 | $387K | Hold |
|
|||||
|
2018
Q2 | $372K | Sell |
|
|||||
|
2018
Q1 | $434K | Buy |
|
|||||
|
2017
Q4 | $413K | Buy |
|
|||||
|
2017
Q3 | $357K | Sell |
|
|||||
|
2017
Q2 | $381K | Sell |
|
|||||
|
2017
Q1 | $439K | Buy |
|
|||||
|
2016
Q4 | $449K | Buy |
|