Gifford Fong Associates’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	$1.13M	Hold	7,000	–	–	0.26%	81
2025 Q1	$1.16M	Hold	7,000	–	–	0.29%	83
2024 Q4	$1.21M	Hold	7,000	–	–	0.3%	83
2024 Q3	$1.18M	Hold	7,000	–	–	0.3%	86
2024 Q2	$1.06M	Hold	7,000	–	–	0.28%	83
2024 Q1	$1.1M	Hold	7,000	–	–	0.3%	84
2023 Q4	$998K	Hold	7,000	–	–	0.21%	89
2023 Q3	$756K	Hold	7,000	–	–	0.18%	98
2023 Q2	$808K	Hold	7,000	–	–	0.19%	94
2023 Q1	$784K	Hold	7,000	–	–	0.21%	96
2022 Q4	$822K	Hold	7,000	–	–	0.19%	94
2022 Q3	$628K	Hold	7,000	–	–	0.16%	96
2022 Q2	$664K	Hold	7,000	–	–	0.15%	97
2022 Q1	$921K	Hold	7,000	–	–	0.17%	93
2021 Q4	$1.12M	Hold	7,000	–	–	0.2%	85
2021 Q3	$910K	Hold	7,000	–	–	0.18%	91
2021 Q2	$913K	Hold	7,000	–	–	0.18%	89
2021 Q1	$796K	Hold	7,000	–	–	0.17%	93
2020 Q4	$597K	Hold	7,000	–	–	0.14%	101
2020 Q3	$453K	Hold	7,000	–	–	0.12%	102
2020 Q2	$479K	Hold	7,000	–	–	0.15%	96
2020 Q1	$384K	Hold	7,000	–	–	0.14%	93
2019 Q4	$1.04M	Hold	7,000	–	–	0.3%	74
2019 Q3	$1.09M	Hold	7,000	–	–	0.36%	72
2019 Q2	$1.12M	Hold	7,000	–	–	0.37%	72
2019 Q1	$1.28M	Hold	7,000	–	–	0.42%	65
2018 Q4	$1.18M	Hold	7,000	–	–	0.44%	58
2018 Q3	$1.24M	Hold	7,000	–	–	0.39%	67
2018 Q2	$1.19M	Buy	+7,000	New	+$1.19M	0.41%	64