Oakworth Capital’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 | $9.76K | Hold |
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|
2025
Q2 | $8.36K | Hold |
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|
2025
Q1 | $8.64K | Hold |
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|
2024
Q4 | $8.96K | Hold |
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|
2024
Q3 | $8.79K | Hold |
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|
2024
Q2 | $7.89K | Hold |
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|
2024
Q1 | $8.14K | Hold |
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|
2023
Q4 | $7.42K | Hold |
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|
2023
Q3 | $5.62K | Hold |
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|
2023
Q2 | $6K | Hold |
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|
2023
Q1 | $5.82K | Hold |
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|
2022
Q4 | $6.11K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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