SVB Wealth’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 | $409K | Sell |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $941K | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $207K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Buy |
|
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $239K | Buy |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $220K | Sell |
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|
2015
Q3 | $341K | Sell |
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|
2015
Q2 | $421K | Buy |
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|
2015
Q1 | $465K | Sell |
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|
2014
Q4 | $1.4M | Buy |
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