Bard Financial Services’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	$336K	Hold	1,790	–	–	0.04%	166
2025 Q2	$288K	Sell	1,790 -250	-12%	-$39.5K	0.03%	174
2025 Q1	$339K	Sell	2,040 -170	-8%	-$29.7K	0.04%	167
2024 Q4	$381K	Hold	2,210	–	–	0.05%	161
2024 Q3	$374K	Sell	2,210 -250	-10%	-$39.6K	0.04%	169
2024 Q2	$373K	Hold	2,460	–	–	0.04%	170
2024 Q1	$385K	Buy	2,460 +45	+2%	+$6.6K	0.04%	176
2023 Q4	$344K	Buy	2,415 +165	+7%	+$19.9K	0.04%	177
2023 Q3	$243K	Sell	2,250 -500	-18%	-$58.6K	0.03%	194
2023 Q2	$318K	Hold	2,750	–	–	0.02%	252
2023 Q1	$308K	Hold	2,750	–	–	0.02%	254
2022 Q4	$323K	Buy	2,750 +500	+22%	+$55.6K	0.03%	239
2022 Q3	$202K	Buy	+2,250	New	+$230K	0.02%	273