Prudent Man Advisors’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 |
|
|||||
|
2025
Q2 | $290K | Buy |
|
|||||
|
2025
Q1 | $296K | Hold |
|
|||||
|
2024
Q4 | $307K | Sell |
|
|||||
|
2024
Q3 | $332K | Hold |
|
|||||
|
2024
Q2 | $298K | Buy |
|
|||||
|
2024
Q1 | $291K | Sell |
|
|||||
|
2023
Q4 | $466K | Sell |
|
|||||
|
2023
Q3 | $356K | Hold |
|
|||||
|
2023
Q2 | $381K | Hold |
|
|||||
|
2023
Q1 | $369K | Hold |
|
|||||
|
2022
Q4 | $387K | Buy |
|
|||||
|
2022
Q3 | $264K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $236K | Sell |
|
|||||
|
2021
Q4 | $289K | Sell |
|
|||||
|
2021
Q3 | $286K | Buy |
|