Moody Lynn & Lieberson’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
Q2 | $406K | Buy |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $423K | Hold |
|
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $469K | Buy |
|
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $389K | Hold |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $456K | Hold |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $457K | Hold |
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|
2018
Q2 | $440K | Sell |
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|
2018
Q1 | $476K | Hold |
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|
2017
Q4 | $502K | Hold |
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|
2017
Q3 | $497K | Hold |
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|
2017
Q2 | $499K | Buy |
|