WhitTier 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 | $6.24M | Buy |
38,833
+1,250
| +3% | +$201K | 0.14% | 137 |
|
|
2025
Q1 | $6.24M | Buy |
37,583
+1,630
| +5% | +$271K | 0.16% | 130 |
|
|
2024
Q4 | $6.19M | Buy |
35,953
+1,356
| +4% | +$234K | 0.15% | 124 |
|
|
2024
Q3 | $5.85M | Buy |
34,597
+1,016
| +3% | +$172K | 0.15% | 129 |
|
|
2024
Q2 | $5.1M | Buy |
33,581
+1,242
| +4% | +$189K | 0.14% | 137 |
|
|
2024
Q1 | $5.06M | Buy |
32,339
+1,700
| +6% | +$266K | 0.15% | 141 |
|
|
2023
Q4 | $4.37M | Buy |
30,639
+1,572
| +5% | +$224K | 0.14% | 147 |
|
|
2023
Q3 | $3.14M | Buy |
29,067
+398
| +1% | +$43K | 0.11% | 165 |
|
|
2023
Q2 | $3.31M | Buy |
28,669
+171
| +0.6% | +$19.7K | 0.11% | 161 |
|
|
2023
Q1 | $3.19M | Buy |
28,498
+3,034
| +12% | +$340K | 0.12% | 160 |
|
|
2022
Q4 | $2.99M | Sell |
25,464
-3,233
| -11% | -$380K | 0.12% | 161 |
|
|
2022
Q3 | $2.58M | Buy |
28,697
+2,074
| +8% | +$186K | 0.11% | 170 |
|
|
2022
Q2 | $2.53M | Buy |
26,623
+1,292
| +5% | +$123K | 0.1% | 172 |
|
|
2022
Q1 | $3.33M | Buy |
25,331
+3,898
| +18% | +$513K | 0.12% | 154 |
|
|
2021
Q4 | $3.42M | Buy |
21,433
+2,045
| +11% | +$327K | 0.13% | 149 |
|
|
2021
Q3 | $2.52M | Buy |
19,388
+756
| +4% | +$98.3K | 0.1% | 166 |
|
|
2021
Q2 | $2.43M | Buy |
18,632
+370
| +2% | +$48.3K | 0.1% | 169 |
|
|
2021
Q1 | $2.08M | Buy |
18,262
+2,111
| +13% | +$240K | 0.09% | 182 |
|
|
2020
Q4 | $1.38M | Buy |
16,151
+1,677
| +12% | +$143K | 0.07% | 203 |
|
|
2020
Q3 | $936K | Buy |
14,474
+13,824
| +2,127% | +$894K | 0.05% | 231 |
|
|
2020
Q2 | $44K | Hold |
650
| – | – | ﹤0.01% | 600 |
|
|
2020
Q1 | $36K | Sell |
650
-11
| -2% | -$609 | ﹤0.01% | 607 |
|
|
2019
Q4 | $99K | Sell |
661
-1,825
| -73% | -$273K | 0.01% | 491 |
|
|
2019
Q3 | $387K | Sell |
2,486
-226
| -8% | -$35.2K | 0.03% | 326 |
|
|
2019
Q2 | $433K | Hold |
2,712
| – | – | 0.03% | 299 |
|
|
2019
Q1 | $494K | Hold |
2,712
| – | – | 0.04% | 278 |
|
|
2018
Q4 | $455K | Buy |
2,712
+26
| +1% | +$4.36K | 0.04% | 272 |
|
|
2018
Q3 | $475K | Sell |
2,686
-219
| -8% | -$38.7K | 0.03% | 273 |
|
|
2018
Q2 | $495K | Sell |
2,905
-50
| -2% | -$8.52K | 0.04% | 265 |
|
|
2018
Q1 | $456K | Buy |
2,955
+2,055
| +228% | +$317K | 0.04% | 271 |
|
|
2017
Q4 | $155K | Hold |
900
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $145K | Sell |
900
-150
| -14% | -$24.2K | 0.01% | 380 |
|
|
2017
Q2 | $169K | Sell |
1,050
-79
| -7% | -$12.7K | 0.02% | 354 |
|
|
2017
Q1 | $195K | Sell |
1,129
-50
| -4% | -$8.64K | 0.02% | 344 |
|
|
2016
Q4 | $209K | Buy |
1,179
+79
| +7% | +$14K | 0.02% | 332 |
|
|
2016
Q3 | $228K | Hold |
1,100
| – | – | 0.03% | 322 |
|
|
2016
Q2 | $239K | Hold |
1,100
| – | – | 0.03% | 320 |
|
|
2016
Q1 | $228K | Sell |
1,100
-100
| -8% | -$20.7K | 0.03% | 320 |
|
|
2015
Q4 | $233K | Hold |
1,200
| – | – | 0.03% | 321 |
|
|
2015
Q3 | $220K | Hold |
1,200
| – | – | 0.03% | 330 |
|
|
2015
Q2 | $208K | Sell |
1,200
-45
| -4% | -$7.8K | 0.02% | 353 |
|
|
2015
Q1 | $243K | Sell |
1,245
-100
| -7% | -$19.5K | 0.03% | 336 |
|
|
2014
Q4 | $245K | Hold |
1,345
| – | – | 0.03% | 332 |
|
|
2014
Q3 | $221K | Sell |
1,345
-100
| -7% | -$16.4K | 0.03% | 332 |
|
|
2014
Q2 | $240K | Sell |
1,445
-91
| -6% | -$15.1K | 0.03% | 318 |
|
|
2014
Q1 | $237K | Hold |
1,536
| – | – | 0.03% | 321 |
|
|
2013
Q4 | $220K | Sell |
1,536
-112
| -7% | -$16K | 0.03% | 325 |
|
|
2013
Q3 | $230K | Hold |
1,648
| – | – | 0.03% | 303 |
|
|
2013
Q2 | $245K | Buy |
+1,648
| New | +$245K | 0.04% | 279 |
|