NBT Bank’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 | $80.4K | Hold |
500
| – | – | 0.01% | 448 |
|
|
2025
Q1 | $83K | Hold |
500
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $86.1K | Hold |
500
| – | – | 0.01% | 439 |
|
|
2024
Q3 | $84.5K | Buy |
+500
| New | +$84.5K | 0.01% | 456 |
|
|
2023
Q3 | – | Sell |
-1,873
| Closed | -$216K | – | 320 |
|
|
2023
Q2 | $216K | Sell |
1,873
-27
| -1% | -$3.12K | 0.03% | 248 |
|
|
2023
Q1 | $213K | Hold |
1,900
| – | – | 0.03% | 242 |
|
|
2022
Q4 | $223K | Buy |
+1,900
| New | +$223K | 0.03% | 234 |
|
|
2022
Q2 | – | Sell |
-1,900
| Closed | -$250K | – | 235 |
|
|
2022
Q1 | $250K | Hold |
1,900
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $304K | Hold |
1,900
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $247K | Hold |
1,900
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $248K | Hold |
1,900
| – | – | 0.03% | 221 |
|
|
2021
Q1 | $216K | Buy |
+1,900
| New | +$216K | 0.03% | 225 |
|