Trust Company of Vermont’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 | $760K | Buy |
4,728
+644
| +16% | +$104K | 0.04% | 210 |
|
|
2025
Q1 | $678K | Buy |
4,084
+31
| +0.8% | +$5.15K | 0.03% | 215 |
|
|
2024
Q4 | $698K | Sell |
4,053
-27
| -0.7% | -$4.65K | 0.03% | 215 |
|
|
2024
Q3 | $690K | Buy |
4,080
+114
| +3% | +$19.3K | 0.03% | 205 |
|
|
2024
Q2 | $602K | Hold |
3,966
| – | – | 0.03% | 216 |
|
|
2024
Q1 | $621K | Hold |
3,966
| – | – | 0.03% | 213 |
|
|
2023
Q4 | $566K | Buy |
3,966
+863
| +28% | +$123K | 0.04% | 199 |
|
|
2023
Q3 | $335K | Sell |
3,103
-206
| -6% | -$22.3K | 0.02% | 249 |
|
|
2023
Q2 | $382K | Sell |
3,309
-867
| -21% | -$100K | 0.02% | 241 |
|
|
2023
Q1 | $468K | Sell |
4,176
-238
| -5% | -$26.6K | 0.03% | 224 |
|
|
2022
Q4 | $519K | Sell |
4,414
-170
| -4% | -$20K | 0.04% | 217 |
|
|
2022
Q3 | $411K | Sell |
4,584
-272
| -6% | -$24.4K | 0.03% | 224 |
|
|
2022
Q2 | $461K | Buy |
4,856
+1,399
| +40% | +$133K | 0.04% | 221 |
|
|
2022
Q1 | $455K | Buy |
3,457
+375
| +12% | +$49.4K | 0.03% | 231 |
|
|
2021
Q4 | $492K | Hold |
3,082
| – | – | 0.03% | 230 |
|
|
2021
Q3 | $400K | Buy |
3,082
+175
| +6% | +$22.7K | 0.03% | 238 |
|
|
2021
Q2 | $379K | Hold |
2,907
| – | – | 0.03% | 247 |
|
|
2021
Q1 | $330K | Hold |
2,907
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $248K | Sell |
2,907
-1,020
| -26% | -$87K | 0.02% | 266 |
|
|
2020
Q3 | $254K | Buy |
3,927
+160
| +4% | +$10.3K | 0.02% | 247 |
|
|
2020
Q2 | $258K | Sell |
3,767
-999
| -21% | -$68.4K | 0.03% | 244 |
|
|
2020
Q1 | $262K | Sell |
4,766
-189
| -4% | -$10.4K | 0.02% | 248 |
|
|
2019
Q4 | $738K | Buy |
4,955
+63
| +1% | +$9.38K | 0.06% | 192 |
|
|
2019
Q3 | $761K | Buy |
4,892
+29
| +0.6% | +$4.51K | 0.06% | 196 |
|
|
2019
Q2 | $776K | Buy |
4,863
+70
| +1% | +$11.2K | 0.06% | 189 |
|
|
2019
Q1 | $873K | Buy |
4,793
+86
| +2% | +$15.7K | 0.08% | 180 |
|
|
2018
Q4 | $790K | Buy |
4,707
+607
| +15% | +$102K | 0.08% | 179 |
|
|
2018
Q3 | $725K | Hold |
4,100
| – | – | 0.06% | 194 |
|
|
2018
Q2 | $697K | Sell |
4,100
-118
| -3% | -$20.1K | 0.06% | 198 |
|
|
2018
Q1 | $651K | Hold |
4,218
| – | – | 0.06% | 201 |
|
|
2017
Q4 | $725K | Sell |
4,218
-140
| -3% | -$24.1K | 0.07% | 194 |
|
|
2017
Q3 | $701K | Sell |
4,358
-244
| -5% | -$39.2K | 0.07% | 193 |
|
|
2017
Q2 | $745K | Sell |
4,602
-345
| -7% | -$55.9K | 0.08% | 188 |
|
|
2017
Q1 | $851K | Sell |
4,947
-38
| -0.8% | -$6.54K | 0.09% | 168 |
|
|
2016
Q4 | $885K | Hold |
4,985
| – | – | 0.1% | 158 |
|
|
2016
Q3 | $1.03M | Buy |
4,985
+100
| +2% | +$20.7K | 0.13% | 143 |
|
|
2016
Q2 | $1.06M | Sell |
4,885
-96
| -2% | -$20.8K | 0.14% | 140 |
|
|
2016
Q1 | $1.03M | Sell |
4,981
-30
| -0.6% | -$6.23K | 0.14% | 140 |
|
|
2015
Q4 | $974K | Buy |
5,011
+196
| +4% | +$38.1K | 0.14% | 142 |
|
|
2015
Q3 | $885K | Hold |
4,815
| – | – | 0.14% | 144 |
|
|
2015
Q2 | $833K | Buy |
4,815
+35
| +0.7% | +$6.06K | 0.12% | 153 |
|
|
2015
Q1 | $936K | Hold |
4,780
| – | – | 0.14% | 147 |
|
|
2014
Q4 | $871K | Buy |
4,780
+57
| +1% | +$10.4K | 0.13% | 148 |
|
|
2014
Q3 | $777K | Buy |
4,723
+1,560
| +49% | +$257K | 0.12% | 148 |
|
|
2014
Q2 | $526K | Sell |
3,163
-331
| -9% | -$55K | 0.08% | 171 |
|
|
2014
Q1 | $539K | Sell |
3,494
-40
| -1% | -$6.17K | 0.09% | 168 |
|
|
2013
Q4 | $506K | Sell |
3,534
-187
| -5% | -$26.8K | 0.08% | 166 |
|
|
2013
Q3 | $519K | Hold |
3,721
| – | – | 0.1% | 158 |
|
|
2013
Q2 | $553K | Buy |
+3,721
| New | +$553K | 0.11% | 144 |
|