Lafayette Investments’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	$256K	Sell	1,375 -350	-20%	-$66.7K	0.05%	136
2025 Q4	$319K	Sell	1,725 -300	-15%	-$54.5K	0.06%	128
2025 Q3	$380K	Hold	2,025	–	–	0.07%	116
2025 Q2	$326K	Hold	2,025	–	–	0.07%	122
2025 Q1	$336K	Hold	2,025	–	–	0.07%	117
2024 Q4	$349K	Sell	2,025 -100	-5%	-$17.6K	0.07%	107
2024 Q3	$359K	Hold	2,125	–	–	0.08%	105
2024 Q2	$323K	Hold	2,125	–	–	0.07%	105
2024 Q1	$333K	Hold	2,125	–	–	0.07%	107
2023 Q4	$303K	Sell	2,125 -300	-12%	-$36.3K	0.08%	107
2023 Q3	$262K	Hold	2,425	–	–	0.07%	103
2023 Q2	$280K	Hold	2,425	–	–	0.07%	102
2023 Q1	$272K	Sell	2,425 -1,175	-33%	-$140K	0.08%	100
2022 Q4	$423K	Hold	3,600	–	–	0.12%	86
2022 Q3	$323K	Hold	3,600	–	–	0.1%	90
2022 Q2	$342K	Buy	3,600 +850	+31%	+$97.4K	0.1%	88
2022 Q1	$362K	Hold	2,750	–	–	0.09%	95
2021 Q4	$439K	Hold	2,750	–	–	0.11%	89
2021 Q3	$357K	Hold	2,750	–	–	0.1%	90
2021 Q2	$359K	Buy	+2,750	New	+$342K	0.1%	89