Bell Investment Advisors’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	$44.4K	Sell	238 -32	-12%	-$6.1K	0.01%	270
2025 Q4	$50K	Buy	270 +53	+24%	+$9.63K	0.01%	258
2025 Q3	$40.7K	Hold	217	–	–	0.01%	271
2025 Q2	$34.9K	Buy	217 +146	+206%	+$23.1K	0.01%	297
2025 Q1	$11.8K	Hold	71	–	–	﹤0.01%	540
2024 Q4	$12.2K	Sell	71 -3	-4%	-$527	﹤0.01%	530
2024 Q3	$12.5K	Hold	74	–	–	﹤0.01%	539
2024 Q2	$11.2K	Sell	74 -14	-16%	-$2.06K	﹤0.01%	568
2024 Q1	$13.8K	Buy	88 +27	+44%	+$3.96K	﹤0.01%	470
2023 Q4	$8.7K	Sell	61 -27	-31%	-$3.26K	﹤0.01%	616
2023 Q3	$9.51K	Sell	88 -20	-19%	-$2.34K	﹤0.01%	527
2023 Q2	$12.5K	Buy	108 +11	+11%	+$1.2K	﹤0.01%	435
2023 Q1	$10.9K	Sell	97 -36	-27%	-$4.3K	﹤0.01%	454
2022 Q4	$15.6K	Buy	133 +43	+48%	+$4.78K	﹤0.01%	360
2022 Q3	$8K	Sell	90 -19	-17%	-$1.94K	﹤0.01%	506
2022 Q2	$10K	Buy	+109	New	+$12.5K	﹤0.01%	437
2021 Q4	$14K	Sell	89 -30	-25%	-$4.58K	﹤0.01%	399
2021 Q3	$15K	Buy	+119	New	+$15.5K	﹤0.01%	358