Catalyst Financial Partners’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Buy	1,516 +62	+4%	+$9.97K	0.03%	265
2025 Q1	$241K	Buy	1,454 +12	+0.8%	+$1.99K	0.04%	241
2024 Q4	$248K	Buy	1,442 +90	+7%	+$15.5K	0.05%	238
2024 Q3	$229K	Buy	1,352 +24	+2%	+$4.06K	0.04%	242
2024 Q2	$202K	Buy	+1,328	New	+$202K	0.04%	241