Legacy Advisors’s Simon Property Group SPG Stock Holding History

Legacy Advisors’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$251K	Sell
2024 Q3	$255K	Buy
2024 Q2	$213K	Buy
2024 Q1	$207K	Buy
2019 Q3	–	Sell
2019 Q2	$32K	Hold
2019 Q1	$36K	Buy
2018 Q4	–	Sell
2018 Q3	$35K	Buy
2018 Q2	–	Sell
2018 Q1	$7K	Buy