Mogy Joel R 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 | $530K | Hold |
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|
2025
Q2 | $454K | Hold |
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|
2025
Q1 | $469K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $583K | Hold |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $311K | Hold |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $1.89M | Sell |
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|
2019
Q1 | $2.35M | Sell |
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|
2018
Q4 | $2.2M | Sell |
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|
2018
Q3 | $2.49M | Sell |
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|
2018
Q2 | $2.51M | Sell |
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|
2018
Q1 | $2.3M | Sell |
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|
2017
Q4 | $3.09M | Sell |
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|
2017
Q3 | $3.01M | Hold |
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|
2017
Q2 | $3.02M | Hold |
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|
2017
Q1 | $3.21M | Sell |
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|
2016
Q4 | $3.62M | Sell |
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|
2016
Q3 | $4.24M | Sell |
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|
2016
Q2 | $4.58M | Hold |
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|
2016
Q1 | $4.39M | Buy |
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|
2015
Q4 | $4.16K | Sell |
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|
2015
Q3 | $3.99M | Buy |
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|
2015
Q2 | $3.75M | Sell |
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|
2015
Q1 | $4.74M | Sell |
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|
2014
Q4 | $4.66M | Buy |
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|
2014
Q3 | $4.2M | Sell |
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|
2014
Q2 | $4.45M | Sell |
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|
2014
Q1 | $4.37M | Sell |
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|
2013
Q4 | $4.09M | Sell |
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|
2013
Q3 | $4.03M | Sell |
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|
2013
Q2 | $4.42M | Buy |
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