Piedmont Capital Management (Montana)’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
Q4 | $333K | Buy |
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|
2025
Q3 | $333K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $271K | Buy |
|