MidWestOne Financial Group’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 | – | Sell |
-5,307
| Closed | -$881K | – | 308 |
|
|
2025
Q1 | $881K | Sell |
5,307
-3,425
| -39% | -$569K | 0.13% | 163 |
|
|
2024
Q4 | $1.5M | Buy |
8,732
+2,866
| +49% | +$494K | 0.21% | 103 |
|
|
2024
Q3 | $991K | Buy |
5,866
+322
| +6% | +$54.4K | 0.14% | 153 |
|
|
2024
Q2 | $842K | Sell |
5,544
-2,943
| -35% | -$447K | 0.15% | 163 |
|
|
2024
Q1 | $1.33M | Sell |
8,487
-5,480
| -39% | -$858K | 0.24% | 112 |
|
|
2023
Q4 | $1.99M | Buy |
13,967
+205
| +1% | +$29.2K | 0.38% | 61 |
|
|
2023
Q3 | $1.49M | Sell |
13,762
-2,562
| -16% | -$277K | 0.34% | 76 |
|
|
2023
Q2 | $1.89M | Buy |
16,324
+3,543
| +28% | +$409K | 0.41% | 59 |
|
|
2023
Q1 | $1.43M | Buy |
12,781
+4,391
| +52% | +$492K | 0.32% | 72 |
|
|
2022
Q4 | $986K | Buy |
8,390
+1,067
| +15% | +$125K | 0.22% | 103 |
|
|
2022
Q3 | $657K | Buy |
7,323
+2,076
| +40% | +$186K | 0.17% | 133 |
|
|
2022
Q2 | $498K | Sell |
5,247
-107
| -2% | -$10.2K | 0.12% | 164 |
|
|
2022
Q1 | $704K | Buy |
5,354
+184
| +4% | +$24.2K | 0.15% | 151 |
|
|
2021
Q4 | $826K | Buy |
5,170
+685
| +15% | +$109K | 0.17% | 137 |
|
|
2021
Q3 | $583K | Buy |
4,485
+142
| +3% | +$18.5K | 0.14% | 150 |
|
|
2021
Q2 | $567K | Buy |
+4,343
| New | +$567K | 0.13% | 146 |
|