Duncker Streett & Co’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	$21.8K	Sell	117 -6	-5%	-$1.14K	﹤0.01%	388
2025 Q4	$22.8K	Hold	123	–	–	﹤0.01%	377
2025 Q3	$23.1K	Buy	123 +14	+13%	+$2.42K	﹤0.01%	380
2025 Q2	$17.5K	Hold	109	–	–	﹤0.01%	394
2025 Q1	$18.1K	Hold	109	–	–	﹤0.01%	383
2024 Q4	$18.8K	Buy	+109	New	+$19.1K	﹤0.01%	401
2022 Q1	–	Sell	-347	Closed	-$55K	–	519
2021 Q4	$55K	Buy	347 +4	+1%	+$611	0.01%	330
2021 Q3	$45K	Buy	343 +3	+0.9%	+$390	0.01%	345
2021 Q2	$44K	Buy	340 +4	+1%	+$497	0.01%	347
2021 Q1	$38K	Buy	+336	New	+$35K	0.01%	357
2017 Q2	–	Sell	-500	Closed	-$86K	–	627
2017 Q1	$86K	Hold	500	–	–	0.03%	341
2016 Q4	$89K	Hold	500	–	–	0.03%	322
2016 Q3	$104K	Hold	500	–	–	0.04%	290
2016 Q2	$108K	Hold	500	–	–	0.04%	278
2016 Q1	$104K	Buy	500 +200	+67%	+$38.4K	0.04%	277
2015 Q4	$58K	Hold	300	–	–	0.02%	342
2015 Q3	$55K	Hold	300	–	–	0.02%	350
2015 Q2	$52K	Hold	300	–	–	0.02%	371
2015 Q1	$59K	Hold	300	–	–	0.02%	364
2014 Q4	$55K	Hold	300	–	–	0.02%	369
2014 Q3	$49K	Hold	300	–	–	0.02%	380
2014 Q2	$50K	Buy	+300	New	+$49K	0.02%	382