Salem Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $255K | Hold |
1,367
| – | – | 0.01% | 353 |
|
|
2025
Q4 | $253K | Buy |
1,367
+994
| +266% | +$181K | 0.01% | 351 |
|
|
2025
Q3 | $70K | Buy |
373
+180
| +93% | +$31.1K | ﹤0.01% | 533 |
|
|
2025
Q2 | $31K | Sell |
193
-89
| -32% | -$14.1K | ﹤0.01% | 661 |
|
|
2025
Q1 | $46.8K | Buy |
282
+39
| +16% | +$6.82K | ﹤0.01% | 584 |
|
|
2024
Q4 | $41.8K | Sell |
243
-6
| -2% | -$1.05K | ﹤0.01% | 610 |
|
|
2024
Q3 | $42.1K | Buy |
249
+80
| +47% | +$12.7K | ﹤0.01% | 614 |
|
|
2024
Q2 | $25.7K | Sell |
169
-269
| -61% | -$39.6K | ﹤0.01% | 688 |
|
|
2024
Q1 | $68.5K | Sell |
438
-125
| -22% | -$18.3K | ﹤0.01% | 498 |
|
|
2023
Q4 | $80.3K | Buy |
563
+80
| +17% | +$9.67K | ﹤0.01% | 475 |
|
|
2023
Q3 | $52.2K | Buy |
483
+40
| +9% | +$4.68K | ﹤0.01% | 516 |
|
|
2023
Q2 | $51.2K | Hold |
443
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $49.6K | Buy |
443
+375
| +551% | +$44.8K | ﹤0.01% | 526 |
|
|
2022
Q4 | $7.99K | Sell |
68
-250
| -79% | -$27.8K | ﹤0.01% | 822 |
|
|
2022
Q3 | $29K | Sell |
318
-2,750
| -90% | -$281K | ﹤0.01% | 577 |
|
|
2022
Q2 | $291K | Buy |
3,068
+68
| +2% | +$7.79K | 0.01% | 290 |
|
|
2022
Q1 | $395K | Sell |
3,000
-150
| -5% | -$21.4K | 0.02% | 277 |
|
|
2021
Q4 | $503K | Hold |
3,150
| – | – | 0.02% | 269 |
|
|
2021
Q3 | $409K | Buy |
3,150
+150
| +5% | +$19.5K | 0.02% | 265 |
|
|
2021
Q2 | $391K | Hold |
3,000
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $341K | Hold |
3,000
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $256K | Buy |
+3,000
| New | +$229K | 0.02% | 255 |
|
|
2017
Q3 | – | Sell |
-14
| Closed | -$2K | – | 656 |
|
|
2017
Q2 | $2K | Buy |
+14
| New | +$2.28K | ﹤0.01% | 586 |
|
Other funds holding SPG
VPM
VCM
