JDM Financial 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	$627K	Buy	3,361 +11	+0.3%	+$2.1K	0.24%	42
2025 Q4	$620K	Sell	3,350 -472	-12%	-$85.8K	0.24%	41
2025 Q3	$717K	Buy	3,822 +465	+14%	+$80.3K	0.3%	32
2025 Q2	$540K	Buy	3,357 +794	+31%	+$125K	0.25%	34
2025 Q1	$426K	Buy	2,563 +8	+0.3%	+$1.4K	0.22%	37
2024 Q4	$440K	Sell	2,555 -111	-4%	-$19.5K	0.23%	34
2024 Q3	$451K	Sell	2,666 -1,047	-28%	-$166K	0.25%	31
2024 Q2	$564K	Buy	3,713 +18	+0.5%	+$2.65K	0.38%	24
2024 Q1	$578K	Buy	3,695 +9	+0.2%	+$1.32K	0.42%	22
2023 Q4	$526K	Buy	3,686 +12	+0.3%	+$1.45K	0.44%	21
2023 Q3	$397K	Hold	3,674	–	–	0.37%	25
2023 Q2	$424K	Buy	3,674 +28	+0.8%	+$3.05K	0.37%	23
2023 Q1	$408K	Sell	3,646 -1,034	-22%	-$123K	0.38%	22
2022 Q4	$550K	Buy	+4,680	New	+$520K	0.53%	19