Laffer Tengler 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	$212K	Sell	1,137 -260	-19%	-$49.6K	0.03%	181
2025 Q4	$259K	Buy	+1,397	New	+$254K	0.04%	158
2025 Q3	–	Sell	-1,487	Closed	-$239K	–	189
2025 Q2	$239K	Buy	+1,487	New	+$235K	0.04%	152
2024 Q4	–	Sell	-1,766	Closed	-$298K	–	170
2024 Q3	$298K	Hold	1,766	–	–	0.06%	139
2024 Q2	$268K	Buy	1,766 +751	+74%	+$111K	0.06%	151
2024 Q1	$159K	Buy	1,015 +79	+8%	+$11.6K	0.04%	163
2023 Q4	$134K	Sell	936 -2	-0.2%	-$242	0.04%	171
2023 Q3	$101K	Buy	938 +309	+49%	+$36.2K	0.03%	177
2023 Q2	$72.6K	Buy	+629	New	+$68.5K	0.02%	276
2020 Q1	–	Sell	-4,729	Closed	-$704K	–	135
2019 Q4	$704K	Buy	+4,729	New	+$709K	0.47%	66
2016 Q4	–	Sell	-9,192	Closed	-$1.9M	–	280
2016 Q3	$1.9M	Hold	9,192	–	–	0.53%	65
2016 Q2	$1.99M	Buy	+9,192	New	+$1.88M	0.57%	60