Intrua Financial’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	$366K	Sell	1,960 -63	-3%	-$12K	0.04%	323
2025 Q4	$374K	Sell	2,023 -1,766	-47%	-$321K	0.04%	315
2025 Q3	$711K	Buy	3,789 +1,701	+81%	+$294K	0.08%	196
2025 Q2	$336K	Buy	2,088 +228	+12%	+$36K	0.05%	272
2025 Q1	$309K	Buy	1,860 +11	+0.6%	+$1.92K	0.05%	273
2024 Q4	$318K	Sell	1,849 -713	-28%	-$125K	0.05%	268
2024 Q3	$433K	Sell	2,562 -362	-12%	-$57.3K	0.07%	244
2024 Q2	$444K	Sell	2,924 -2,476	-46%	-$365K	0.07%	246
2024 Q1	$845K	Sell	5,400 -212	-4%	-$31.1K	0.13%	158
2023 Q4	$800K	Buy	5,612 +2,548	+83%	+$308K	0.13%	158
2023 Q3	$331K	Buy	3,064 +252	+9%	+$29.5K	0.06%	255
2023 Q2	$325K	Buy	2,812 +26	+0.9%	+$2.83K	0.06%	263
2023 Q1	$296K	Sell	2,786 -16	-0.6%	-$1.91K	0.06%	256
2022 Q4	$339K	Buy	2,802 +25	+0.9%	+$2.78K	0.08%	236
2022 Q3	$249K	Sell	2,777 -902	-25%	-$92.3K	0.07%	260
2022 Q2	$349K	Buy	3,679 +46	+1%	+$5.27K	0.07%	264
2022 Q1	$478K	Sell	3,633 -505	-12%	-$71.9K	0.09%	236
2021 Q4	$661K	Sell	4,138 -385	-9%	-$58.8K	0.12%	176
2021 Q3	$651K	Buy	+4,523	New	+$589K	0.12%	174