Atria Wealth Solutions’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 Q2	$738K	Sell	4,542 -10,457	-70%	-$1.65M	0.02%	757
2025 Q1	$2.49M	Sell	14,999 -2,525	-14%	-$441K	0.03%	556
2024 Q4	$3.02M	Sell	17,524 -1,807	-9%	-$317K	0.03%	504
2024 Q3	$3.27M	Buy	19,331 +1,385	+8%	+$219K	0.04%	472
2024 Q2	$2.72M	Buy	17,946 +33	+0.2%	+$4.86K	0.03%	526
2024 Q1	$2.83M	Sell	17,913 -1,496	-8%	-$219K	0.03%	515
2023 Q4	$2.77M	Sell	19,409 -7,368	-28%	-$891K	0.03%	498
2023 Q3	$2.89M	Sell	26,777 -490	-2%	-$57.4K	0.04%	447
2023 Q2	$3.15M	Buy	27,267 +268	+1%	+$29.2K	0.04%	428
2023 Q1	$3.02M	Sell	26,999 -5,365	-17%	-$641K	0.04%	404
2022 Q4	$3.8M	Buy	32,364 +3,802	+13%	+$423K	0.06%	319
2022 Q3	$2.56M	Buy	28,562 +19,888	+229%	+$2.03M	0.04%	394
2022 Q2	$823K	Sell	8,674 -9,344	-52%	-$1.07M	0.02%	776
2022 Q1	$2.37M	Buy	+18,018	New	+$2.57M	0.04%	433