Glass Jacobson Investment Advisors’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	$66.2K	Hold	355	–	–	0.02%	283
2025 Q4	$65.7K	Hold	355	–	–	0.02%	286
2025 Q3	$66.6K	Hold	355	–	–	0.02%	277
2025 Q2	$57.1K	Sell	355 -2,287	-87%	-$361K	0.02%	281
2025 Q1	$455K	Hold	2,642	–	–	0.15%	154
2024 Q4	$455K	Buy	2,642 +40	+2%	+$7.02K	0.15%	154
2024 Q3	$440K	Sell	2,602 -75	-3%	-$11.9K	0.15%	151
2024 Q2	$406K	Hold	2,677	–	–	0.15%	154
2024 Q1	$419K	Sell	2,677 -100	-4%	-$14.7K	0.16%	143
2023 Q4	$396K	Sell	2,777 -100	-3%	-$12.1K	0.16%	144
2023 Q3	$311K	Sell	2,877 -225	-7%	-$26.4K	0.14%	158
2023 Q2	$358K	Buy	+3,102	New	+$338K	0.16%	150
2022 Q4	$379K	Buy	+3,222	New	+$358K	0.19%	144