Great Valley Advisor Group’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	$652K	Buy	3,496 +1,136	+48%	+$217K	0.01%	603
2025 Q4	$437K	Buy	2,360 +52	+2%	+$9.45K	0.01%	669
2025 Q3	$433K	Sell	2,308 -970	-30%	-$167K	0.01%	664
2025 Q2	$527K	Sell	3,278 -23,077	-88%	-$3.65M	0.01%	592
2025 Q1	$4.38M	Buy	26,355 +1,150	+5%	+$201K	0.09%	186
2024 Q4	$4.34M	Sell	25,205 -1,185	-4%	-$208K	0.1%	200
2024 Q3	$4.46M	Buy	26,390 +1,435	+6%	+$227K	0.11%	187
2024 Q2	$3.79M	Sell	24,955 -1,849	-7%	-$272K	0.11%	204
2024 Q1	$4.19M	Buy	26,804 +358	+1%	+$52.5K	0.13%	174
2023 Q4	$3.77M	Buy	26,446 +2,436	+10%	+$294K	0.13%	170
2023 Q3	$2.59M	Sell	24,010 -1,149	-5%	-$135K	0.11%	193
2023 Q2	$2.91M	Buy	25,159 +757	+3%	+$82.5K	0.12%	178
2023 Q1	$2.73M	Buy	24,402 +267	+1%	+$31.9K	0.13%	180
2022 Q4	$2.84M	Sell	24,135 -823	-3%	-$91.5K	0.14%	164
2022 Q3	$2.24M	Buy	24,958 +4,190	+20%	+$429K	0.13%	176
2022 Q2	$1.97M	Buy	20,768 +1,074	+5%	+$123K	0.11%	197
2022 Q1	$2.59M	Buy	19,694 +968	+5%	+$138K	0.15%	168
2021 Q4	$2.99M	Buy	18,726 +677	+4%	+$103K	0.18%	133
2021 Q3	$2.35M	Buy	18,049 +619	+4%	+$80.6K	0.16%	153
2021 Q2	$2.27M	Sell	17,430 -3,802	-18%	-$473K	0.17%	152
2021 Q1	$2.42M	Buy	21,232 +894	+4%	+$93.3K	0.23%	107
2020 Q4	$1.73M	Buy	20,338 +927	+5%	+$70.8K	0.18%	124
2020 Q3	$1.26M	Buy	19,411 +13,028	+204%	+$854K	0.15%	149
2020 Q2	$436K	Buy	6,383 +474	+8%	+$29.7K	0.07%	253
2020 Q1	$325K	Buy	5,909 +139	+2%	+$16.6K	0.09%	226
2019 Q4	$860K	Buy	5,770 +104	+2%	+$15.6K	0.19%	150
2019 Q3	$880K	Buy	+5,666	New	+$881K	0.21%	140