UMB Bank’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 | $340K | Sell |
2,114
-309
| -13% | -$49.7K | 0.01% | 485 |
|
|
2025
Q1 | $402K | Buy |
2,423
+32
| +1% | +$5.32K | 0.01% | 436 |
|
|
2024
Q4 | $412K | Buy |
2,391
+66
| +3% | +$11.4K | 0.01% | 425 |
|
|
2024
Q3 | $393K | Buy |
2,325
+154
| +7% | +$26K | 0.01% | 438 |
|
|
2024
Q2 | $330K | Sell |
2,171
-22
| -1% | -$3.34K | 0.01% | 461 |
|
|
2024
Q1 | $343K | Buy |
2,193
+97
| +5% | +$15.2K | 0.01% | 467 |
|
|
2023
Q4 | $299K | Sell |
2,096
-136
| -6% | -$19.4K | ﹤0.01% | 496 |
|
|
2023
Q3 | $241K | Sell |
2,232
-408
| -15% | -$44.1K | ﹤0.01% | 525 |
|
|
2023
Q2 | $305K | Hold |
2,640
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $296K | Sell |
2,640
-12
| -0.5% | -$1.34K | ﹤0.01% | 489 |
|
|
2022
Q4 | $312K | Hold |
2,652
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $238K | Buy |
2,652
+15
| +0.6% | +$1.35K | ﹤0.01% | 566 |
|
|
2022
Q2 | $250K | Sell |
2,637
-50
| -2% | -$4.74K | ﹤0.01% | 587 |
|
|
2022
Q1 | $354K | Hold |
2,687
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $429K | Buy |
2,687
+463
| +21% | +$73.9K | 0.01% | 504 |
|
|
2021
Q3 | $289K | Sell |
2,224
-21
| -0.9% | -$2.73K | 0.01% | 325 |
|
|
2021
Q2 | $293K | Sell |
2,245
-309
| -12% | -$40.3K | 0.01% | 320 |
|
|
2021
Q1 | $291K | Sell |
2,554
-70
| -3% | -$7.98K | 0.01% | 315 |
|
|
2020
Q4 | $224K | Buy |
+2,624
| New | +$224K | 0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-4,591
| Closed | -$684K | – | 367 |
|
|
2019
Q4 | $684K | Sell |
4,591
-2,554
| -36% | -$381K | 0.02% | 249 |
|
|
2019
Q3 | $1.11K | Sell |
7,145
-29,577
| -81% | -$4.6K | 0.03% | 212 |
|
|
2019
Q2 | $5.87K | Buy |
36,722
+1,593
| +5% | +$255 | 0.14% | 106 |
|
|
2019
Q1 | $6.4M | Buy |
+35,129
| New | +$6.4M | 0.2% | 98 |
|