Kaizen Financial Strategies’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	$422K	Buy	2,096 +28	+1%	+$5.34K	0.18%	101
2025 Q4	$383K	Sell	2,068 -225	-10%	-$40.9K	0.17%	105
2025 Q3	$414K	Buy	2,293 +6	+0.3%	+$1.04K	0.19%	94
2025 Q2	$368K	Buy	2,287 +139	+6%	+$22K	0.19%	99
2025 Q1	$357K	Buy	2,148 +27	+1%	+$4.72K	0.21%	91
2024 Q4	$365K	Buy	2,121 +24	+1%	+$4.21K	0.21%	84
2024 Q3	$354K	Sell	2,097 -410	-16%	-$64.9K	0.21%	85
2024 Q2	$388K	Buy	2,507 +55	+2%	+$8.1K	0.24%	70
2024 Q1	$384K	Buy	2,452 +32	+1%	+$4.69K	0.26%	71
2023 Q4	$345K	Buy	2,420 +43	+2%	+$5.2K	0.26%	64
2023 Q3	$257K	Hold	2,377	–	–	0.22%	81
2023 Q2	$291K	Buy	2,377 +73	+3%	+$7.95K	0.25%	70
2023 Q1	$258K	Sell	2,304 -55	-2%	-$6.57K	0.25%	74
2022 Q4	$296K	Sell	2,359 -278	-11%	-$30.9K	0.29%	74
2022 Q3	$237K	Buy	+2,637	New	+$270K	0.24%	96
2022 Q2	–	Sell	-1,589	Closed	-$209K	–	137
2022 Q1	$209K	Buy	1,589 +16	+1%	+$2.28K	0.16%	124
2021 Q4	$251K	Buy	1,573 +12	+0.8%	+$1.83K	0.19%	118
2021 Q3	$203K	Buy	+1,561	New	+$203K	0.16%	137