First Dallas Securities’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	$578K	Hold	3,100	–	–	0.21%	83
2025 Q4	$574K	Hold	3,100	–	–	0.21%	78
2025 Q3	$582K	Hold	3,100	–	–	0.22%	77
2025 Q2	$498K	Hold	3,100	–	–	0.2%	81
2025 Q1	$515K	Hold	3,100	–	–	0.22%	75
2024 Q4	$534K	Sell	3,100 -500	-14%	-$87.8K	0.22%	79
2024 Q3	$608K	Hold	3,600	–	–	0.25%	71
2024 Q2	$546K	Buy	3,600 +200	+6%	+$29.5K	0.24%	78
2024 Q1	$532K	Buy	3,400 +400	+13%	+$58.7K	0.24%	82
2023 Q4	$428K	Buy	+3,000	New	+$363K	0.22%	88
2023 Q3	–	Sell	-3,000	Closed	-$346K	–	175
2023 Q2	$346K	Sell	3,000 -750	-20%	-$81.7K	0.19%	99
2023 Q1	$420K	Hold	3,750	–	–	0.25%	85
2022 Q4	$441K	Buy	3,750 +750	+25%	+$83.4K	0.27%	81
2022 Q3	$269K	Buy	3,000 +350	+13%	+$35.8K	0.18%	95
2022 Q2	$252K	Buy	2,650 +500	+23%	+$57.3K	0.17%	100
2022 Q1	$283K	Sell	2,150 -50	-2%	-$7.12K	0.16%	105
2021 Q4	$351K	Hold	2,200	–	–	0.23%	90
2021 Q3	$286K	Hold	2,200	–	–	0.2%	99
2021 Q2	$287K	Buy	2,200 +200	+10%	+$24.9K	0.19%	100
2021 Q1	$228K	Buy	+2,000	New	+$209K	0.19%	100