Stamos Capital Partners’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
Q2 | $2.62M | Buy |
|
|||||
|
2025
Q1 | $1.61M | Sell |
|
|||||
|
2024
Q4 | $2.03M | Buy |
|
|||||
|
2024
Q3 | $1.01M | Sell |
|
|||||
|
2024
Q2 | $1.53M | Buy |
|
|||||
|
2024
Q1 | $1.52M | Sell |
|
|||||
|
2023
Q4 | $1.49M | Sell |
|
|||||
|
2023
Q3 | $3.22M | Buy |
|
|||||
|
2023
Q2 | $2.49M | Buy |
|
|||||
|
2023
Q1 | $478K | Hold |
|
|||||
|
2022
Q4 | $502K | Sell |
|
|||||
|
2022
Q3 | $1.01M | Sell |
|
|||||
|
2022
Q2 | $1.26M | Buy |
|
|||||
|
2022
Q1 | $1.49M | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $2.98M | Sell |
|
|||||
|
2020
Q3 | $2.72M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $237K | Buy |
|