Washington Trust Advisors’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 | $20.3K | Buy |
126
+14
| +13% | +$2.25K | ﹤0.01% | 400 |
|
|
2025
Q1 | $18.6K | Sell |
112
-2
| -2% | -$332 | ﹤0.01% | 401 |
|
|
2024
Q4 | $19.6K | Buy |
114
+16
| +16% | +$2.76K | ﹤0.01% | 406 |
|
|
2024
Q3 | $16.6K | Sell |
98
-4
| -4% | -$677 | ﹤0.01% | 422 |
|
|
2024
Q2 | $15.5K | Buy |
102
+8
| +9% | +$1.21K | ﹤0.01% | 423 |
|
|
2024
Q1 | $14.7K | Buy |
94
+4
| +4% | +$625 | ﹤0.01% | 431 |
|
|
2023
Q4 | $12.8K | Hold |
90
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $9.72K | Hold |
90
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $10.4K | Hold |
90
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $10.1K | Sell |
90
-2
| -2% | -$224 | ﹤0.01% | 500 |
|
|
2022
Q4 | $10.8K | Buy |
92
+39
| +74% | +$4.58K | ﹤0.01% | 491 |
|
|
2022
Q3 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 723 |
|