Trust Company’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 | $42.3K | Buy |
263
+160
| +155% | +$25.7K | ﹤0.01% | 227 |
|
|
2025
Q1 | $17.1K | Sell |
103
-143
| -58% | -$23.7K | ﹤0.01% | 299 |
|
|
2024
Q4 | $42.4K | Sell |
246
-1,549
| -86% | -$267K | ﹤0.01% | 233 |
|
|
2024
Q3 | $303K | Sell |
1,795
-1,269
| -41% | -$214K | 0.04% | 114 |
|
|
2024
Q2 | $465K | Buy |
3,064
+611
| +25% | +$92.8K | 0.06% | 91 |
|
|
2024
Q1 | $384K | Sell |
2,453
-128
| -5% | -$20K | 0.05% | 92 |
|
|
2023
Q4 | $368K | Sell |
2,581
-163
| -6% | -$23.3K | 0.05% | 97 |
|
|
2023
Q3 | $296K | Buy |
2,744
+141
| +5% | +$15.2K | 0.05% | 106 |
|
|
2023
Q2 | $301K | Buy |
2,603
+1,048
| +67% | +$121K | 0.04% | 122 |
|
|
2023
Q1 | $174K | Buy |
1,555
+12
| +0.8% | +$1.34K | 0.03% | 141 |
|
|
2022
Q4 | $181K | Buy |
1,543
+313
| +25% | +$36.7K | 0.03% | 138 |
|
|
2022
Q3 | $110K | Buy |
1,230
+392
| +47% | +$35.1K | 0.02% | 146 |
|
|
2022
Q2 | $80K | Buy |
838
+9
| +1% | +$859 | 0.02% | 161 |
|
|
2022
Q1 | $109K | Sell |
829
-3,605
| -81% | -$474K | 0.02% | 153 |
|
|
2021
Q4 | $708K | Sell |
4,434
-332
| -7% | -$53K | 0.17% | 66 |
|
|
2021
Q3 | $619K | Sell |
4,766
-217
| -4% | -$28.2K | 0.16% | 65 |
|
|
2021
Q2 | $650K | Buy |
4,983
+1,093
| +28% | +$143K | 0.46% | 60 |
|
|
2021
Q1 | $443K | Buy |
3,890
+1,576
| +68% | +$179K | 0.32% | 72 |
|
|
2020
Q4 | $197K | Buy |
2,314
+566
| +32% | +$48.2K | 0.16% | 105 |
|
|
2020
Q3 | $113K | Sell |
1,748
-970
| -36% | -$62.7K | 0.1% | 129 |
|
|
2020
Q2 | $186K | Buy |
+2,718
| New | +$186K | 0.18% | 97 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$8K | – | 337 |
|
|
2019
Q2 | $8K | Buy |
+51
| New | +$8K | 0.01% | 259 |
|