Wellington Shields Capital Management’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 | $2.19M | Hold |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.6M | Hold |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $2.08M | Hold |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $3.26M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $2.59M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $376K | Hold |
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|
2018
Q1 | $341K | Hold |
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|
2017
Q4 | $380K | Hold |
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|
2017
Q3 | $356K | Hold |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $552K | Hold |
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|
2016
Q4 | $570K | Hold |
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|
2016
Q3 | $665K | Hold |
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|
2016
Q2 | $696K | Hold |
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|
2016
Q1 | $667K | Hold |
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|
2015
Q4 | $624K | Hold |
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|
2015
Q3 | $590K | Hold |
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|
2015
Q2 | $556K | Hold |
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|
2015
Q1 | $628K | Hold |
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|
2014
Q4 | $585K | Sell |
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|
2014
Q3 | $692K | Hold |
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|
2014
Q2 | $700K | Buy |
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|
2014
Q1 | $363K | Sell |
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|
2013
Q4 | $641K | Hold |
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|
2013
Q3 | $624K | Buy |
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|
2013
Q2 | $349K | Buy |
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