Wellington Shields & Co’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 | $1.37M | Buy |
|
|||||
|
2025
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $947K | Buy |
|
|||||
|
2024
Q4 | $947K | Sell |
|
|||||
|
2024
Q3 | $963K | Hold |
|
|||||
|
2024
Q2 | $865K | Hold |
|
|||||
|
2024
Q1 | $892K | Hold |
|
|||||
|
2023
Q4 | $813K | Buy |
|
|||||
|
2023
Q3 | $562K | Buy |
|
|||||
|
2023
Q2 | $370K | Sell |
|
|||||
|
2023
Q1 | $638K | Sell |
|
|||||
|
2022
Q4 | $719K | Hold |
|
|||||
|
2022
Q3 | $549K | Buy |
|
|||||
|
2022
Q2 | $571K | Sell |
|
|||||
|
2022
Q1 | $930K | Buy |
|
|||||
|
2021
Q4 | $1.08M | Buy |
|
|||||
|
2021
Q3 | $815K | Buy |
|
|||||
|
2021
Q2 | $792K | Buy |
|
|||||
|
2021
Q1 | $634K | Hold |
|
|||||
|
2020
Q4 | $475K | Buy |
|
|||||
|
2020
Q3 | $328K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $249K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $267K | Hold |
|
|||||
|
2019
Q1 | $304K | Hold |
|
|||||
|
2018
Q4 | $281K | Hold |
|
|||||
|
2018
Q3 | $295K | Hold |
|
|||||
|
2018
Q2 | $284K | Hold |
|
|||||
|
2018
Q1 | $258K | Hold |
|
|||||
|
2017
Q4 | $287K | Hold |
|
|||||
|
2017
Q3 | $269K | Hold |
|
|||||
|
2017
Q2 | $270K | Buy |
|