Summit Securities Group’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 | $33.3K | Buy |
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|
2025
Q1 | $166 | Sell |
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|
2024
Q4 | $827K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $16K | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $770K | Sell |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $752K | Sell |
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|
2019
Q3 | $809K | Buy |
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|
2019
Q2 | $224K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $66K | Sell |
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|
2014
Q2 | $166K | Buy |
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|
2014
Q1 | $16K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $16K | Buy |
|