Autumn Glory Partners’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	$669K	Hold	3,585	–	–	0.25%	99
2025 Q4	$664K	Hold	3,585	–	–	0.23%	110
2025 Q3	$673K	Hold	3,585	–	–	0.28%	95
2025 Q2	$576K	Hold	3,585	–	–	0.27%	102
2025 Q1	$595K	Buy	3,585 +875	+32%	+$153K	0.3%	95
2024 Q4	$467K	Sell	2,710 -2,710	-50%	-$476K	0.23%	102
2024 Q3	$916K	Buy	5,420 +2,710	+100%	+$429K	0.35%	76
2024 Q2	$411K	Hold	2,710	–	–	0.21%	99
2024 Q1	$424K	Hold	2,710	–	–	0.21%	98
2023 Q4	$394K	Hold	2,710	–	–	0.22%	98
2023 Q3	$293K	Hold	2,710	–	–	0.18%	115
2023 Q2	$313K	Buy	+2,710	New	+$295K	0.23%	100
2023 Q1	–	Sell	-5,920	Closed	-$695K	–	177
2022 Q4	$695K	Buy	5,920 +3,210	+118%	+$357K	0.37%	83
2022 Q3	$243K	Buy	2,710 +535	+25%	+$54.7K	0.17%	124
2022 Q2	$206K	Buy	+2,175	New	+$249K	0.15%	143
2022 Q1	–	Sell	-1,375	Closed	-$220K	–	213
2021 Q4	$220K	Buy	+1,375	New	+$210K	0.09%	197