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Loring Wolcott & Coolidge Fiduciary Advisors’s Simon Property Group SPG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$849K Hold
5,279
– – 0.01% 166
2025
Q1 		$809K Hold
5,279
– – 0.01% 170
2024
Q4 		$933K Hold
5,279
– – 0.01% 172
2024
Q3 		$915K Hold
5,279
– – 0.01% 174
2024
Q2 		$800K Hold
5,279
– – 0.01% 169
2024
Q1 		$752K Hold
5,279
– – 0.01% 168
2023
Q4 		$732K Hold
5,279
– – 0.01% 175
2023
Q3 		$612K Hold
5,279
– – 0.01% 181
2023
Q2 		$610K Sell
5,279
-180
-3% -$20.8K 0.01% 188
2023
Q1 		$611K Buy
5,459
+180
+3% +$20.2K 0.01% 182
2022
Q4 		$620K Sell
5,279
-1,020
-16% -$120K 0.01% 182
2022
Q3 		$565K Hold
6,299
– – 0.01% 189
2022
Q2 		$598K Hold
6,299
– – 0.01% 191
2022
Q1 		$829K Hold
6,299
– – 0.01% 174
2021
Q4 		$1.01M Sell
6,299
-43
-0.7% -$6.87K 0.01% 178
2021
Q3 		$824K Sell
6,342
-36
-0.6% -$4.68K 0.01% 182
2021
Q2 		$832K Hold
6,378
– – 0.01% 185
2021
Q1 		$726K Buy
6,378
+79
+1% +$8.99K 0.01% 179
2020
Q4 		$537K Hold
6,299
– – 0.01% 200
2020
Q3 		$407K Hold
6,299
– – 0.01% 212
2020
Q2 		$431K Hold
6,299
– – 0.01% 192
2020
Q1 		$346K Hold
6,299
– – 0.01% 196
2019
Q4 		$938K Hold
6,299
– – 0.01% 159
2019
Q3 		$980K Sell
6,299
-200
-3% -$31.1K 0.01% 158
2019
Q2 		$1.04M Buy
6,499
+1,750
+37% +$280K 0.02% 152
2019
Q1 		$865K Hold
4,749
– – 0.01% 162
2018
Q4 		$798K Hold
4,749
– – 0.01% 164
2018
Q3 		$839K Hold
4,749
– – 0.01% 166
2018
Q2 		$808K Hold
4,749
– – 0.01% 174
2018
Q1 		$733K Hold
4,749
– – 0.01% 182
2017
Q4 		$816K Hold
4,749
– – 0.02% 175
2017
Q3 		$765K Hold
4,749
– – 0.01% 175
2017
Q2 		$753K Hold
4,749
– – 0.02% 165
2017
Q1 		$817K Hold
4,749
– – 0.02% 164
2016
Q4 		$844K Hold
4,749
– – 0.02% 164
2016
Q3 		$983K Hold
4,749
– – 0.02% 153
2016
Q2 		$1.03M Hold
4,749
– – 0.02% 149
2016
Q1 		$986K Sell
4,749
-1,147
-19% -$238K 0.02% 150
2015
Q4 		$1.15M Sell
5,896
-1,750
-23% -$340K 0.03% 147
2015
Q3 		$1.32M Hold
7,646
– – 0.03% 139
2015
Q2 		$1.32M Sell
7,646
-570
-7% -$98.6K 0.03% 139
2015
Q1 		$1.61M Sell
8,216
-775
-9% -$152K 0.04% 123
2014
Q4 		$1.64M Hold
8,991
– – 0.04% 120
2014
Q3 		$1.48M Hold
8,991
– – 0.04% 122
2014
Q2 		$1.5M Buy
8,991
+1,750
+24% +$291K 0.04% 124
2014
Q1 		$1.19M Hold
7,241
– – 0.03% 136
2013
Q4 		$1.1M Hold
7,241
– – 0.03% 141
2013
Q3 		$1.07M Hold
7,241
– – 0.03% 141
2013
Q2 		$1.14M Buy
+7,241
New +$1.14M 0.04% 147