Piedmont Capital Management’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 | $288K | Sell |
1,791
-60
| -3% | -$9.65K | 0.17% | 43 |
|
|
2025
Q1 | $260K | Buy |
1,851
+2
| +0.1% | +$281 | 0.19% | 39 |
|
|
2024
Q4 | $320K | Buy |
1,849
+3
| +0.2% | +$519 | 0.19% | 43 |
|
|
2024
Q3 | $322K | Sell |
1,846
-1,026
| -36% | -$179K | 0.19% | 44 |
|
|
2024
Q2 | $432K | Hold |
2,872
| – | – | 0.29% | 36 |
|
|
2024
Q1 | $432K | Buy |
2,872
+6
| +0.2% | +$902 | 0.29% | 36 |
|
|
2023
Q4 | $409K | Buy |
2,866
+3
| +0.1% | +$428 | 0.3% | 38 |
|
|
2023
Q3 | $309K | Hold |
2,863
| – | – | 0.25% | 40 |
|
|
2023
Q2 | $331K | Sell |
2,863
-77
| -3% | -$8.89K | 0.25% | 39 |
|
|
2023
Q1 | $324K | Sell |
2,940
-46
| -2% | -$5.06K | 0.26% | 40 |
|
|
2022
Q4 | $351K | Buy |
2,986
+3
| +0.1% | +$353 | 0.29% | 38 |
|
|
2022
Q3 | $269K | Buy |
2,983
+3
| +0.1% | +$271 | 0.24% | 37 |
|
|
2022
Q2 | $282K | Buy |
2,980
+4
| +0.1% | +$379 | 0.29% | 34 |
|
|
2022
Q1 | $396K | Sell |
2,976
-226
| -7% | -$30.1K | 0.3% | 34 |
|
|
2021
Q4 | $512K | Buy |
3,202
+2
| +0.1% | +$320 | 0.4% | 29 |
|
|
2021
Q3 | $416K | Buy |
3,200
+4
| +0.1% | +$520 | 0.33% | 32 |
|
|
2021
Q2 | $423K | Buy |
3,196
+13
| +0.4% | +$1.72K | 0.35% | 32 |
|
|
2021
Q1 | $367K | Buy |
3,183
+2
| +0.1% | +$231 | 0.34% | 33 |
|
|
2020
Q4 | $271K | Buy |
+3,181
| New | +$271K | 0.27% | 40 |
|