Moody National Bank Trust Division’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 | – | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $615K | Hold |
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|
2023
Q1 | $597K | Hold |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $640K | Sell |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $778K | Sell |
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|
2020
Q3 | $652K | Hold |
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|
2020
Q2 | $689K | Buy |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.63M | Buy |
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|
2019
Q1 | $1.81M | Sell |
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|
2018
Q4 | $1.73M | Buy |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $736K | Hold |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $744K | Hold |
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|
2017
Q3 | $697K | Sell |
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|
2017
Q2 | $868K | Hold |
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|
2017
Q1 | $924K | Hold |
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|
2016
Q4 | $954K | Hold |
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|
2016
Q3 | $1.11M | Hold |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $1.03M | Hold |
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|
2015
Q3 | $971K | Hold |
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|
2015
Q2 | $914K | Hold |
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|
2015
Q1 | $1.03M | Hold |
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|
2014
Q4 | $963K | Buy |
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|
2014
Q3 | $849K | Hold |
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|
2014
Q2 | $859K | Sell |
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|
2014
Q1 | $847K | Sell |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $766K | Hold |
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|
2013
Q2 | $816K | Buy |
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