Affinity Wealth 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
2026 Q1	$442K	Hold	2,372	–	–	0.07%	60
2025 Q4	$439K	Hold	2,372	–	–	0.06%	64
2025 Q3	$445K	Buy	2,372 +28	+1%	+$4.83K	0.07%	62
2025 Q2	$377K	Buy	2,344 +26	+1%	+$4.11K	0.06%	67
2025 Q1	$385K	Buy	2,318 +57	+3%	+$9.96K	0.07%	65
2024 Q4	$389K	Hold	2,261	–	–	0.07%	67
2024 Q3	$382K	Buy	2,261 +90	+4%	+$14.2K	0.07%	69
2024 Q2	$330K	Hold	2,171	–	–	0.06%	76
2024 Q1	$340K	Hold	2,171	–	–	0.06%	76
2023 Q4	$310K	Hold	2,171	–	–	0.06%	75
2023 Q3	$235K	Buy	2,171 +26	+1%	+$3.04K	0.05%	89
2023 Q2	$248K	Buy	2,145 +160	+8%	+$17.4K	0.06%	90
2023 Q1	$222K	Buy	1,985 +136	+7%	+$16.2K	0.05%	105
2022 Q4	$217K	Buy	+1,849	New	+$205K	0.05%	97
2022 Q2	–	Sell	-1,762	Closed	-$227K	–	115
2022 Q1	$227K	Sell	1,762 -276	-14%	-$39.3K	0.05%	97
2021 Q4	$309K	Sell	2,038 -13	-0.6%	-$1.98K	0.06%	86
2021 Q3	$272K	Buy	+2,051	New	+$267K	0.05%	97