Rockland Trust’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 | $330K | Hold |
2,050
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $340K | Hold |
2,050
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $353K | Hold |
2,050
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $346K | Hold |
2,050
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $311K | Hold |
2,050
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $321K | Hold |
2,050
| – | – | 0.02% | 241 |
|
|
2023
Q4 | $292K | Hold |
2,050
| – | – | 0.02% | 253 |
|
|
2023
Q3 | $221K | Hold |
2,050
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $237K | Hold |
2,050
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $230K | Hold |
2,050
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $241K | Buy |
+2,050
| New | +$241K | 0.02% | 266 |
|
|
2022
Q2 | – | Sell |
-2,216
| Closed | -$291K | – | 327 |
|
|
2022
Q1 | $291K | Hold |
2,216
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $354K | Buy |
2,216
+20
| +0.9% | +$3.2K | 0.02% | 238 |
|
|
2021
Q3 | $285K | Buy |
2,196
+16
| +0.7% | +$2.08K | 0.02% | 246 |
|
|
2021
Q2 | $284K | Buy |
2,180
+130
| +6% | +$16.9K | 0.02% | 241 |
|
|
2021
Q1 | $233K | Buy |
+2,050
| New | +$233K | 0.02% | 249 |
|