BOK Financial Private Wealth’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	$42.3K	Hold	227	–	–	﹤0.01%	283
2025 Q4	$42K	Hold	227	–	–	﹤0.01%	299
2025 Q3	$42.6K	Hold	227	–	–	﹤0.01%	261
2025 Q2	$36.5K	Sell	227 -41	-15%	-$6.48K	﹤0.01%	272
2025 Q1	$44.5K	Buy	268 +32	+14%	+$5.59K	﹤0.01%	271
2024 Q4	$40.6K	Buy	236 +1	+0.4%	+$176	﹤0.01%	276
2024 Q3	$39.7K	Hold	235	–	–	﹤0.01%	283
2024 Q2	$35.7K	Hold	235	–	–	﹤0.01%	299
2024 Q1	$36.8K	Hold	235	–	–	﹤0.01%	283
2023 Q4	$33.5K	Buy	+235	New	+$28.4K	﹤0.01%	284
2022 Q3	–	Sell	-92	Closed	-$9K	–	396
2022 Q2	$9K	Sell	92 -1,670	-95%	-$191K	﹤0.01%	338
2022 Q1	$232K	Buy	1,762 +103	+6%	+$14.7K	0.02%	277
2021 Q4	$265K	Buy	+1,659	New	+$253K	0.02%	247
2017 Q4	–	Sell	-2,331	Closed	-$375K	–	130
2017 Q3	$375K	Buy	2,331 +1,000	+75%	+$160K	0.06%	69
2017 Q2	$215K	Buy	+1,331	New	+$217K	0.03%	128