Legacy Financial Advisors’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
2025 Q4	–	Sell	-2,807	Closed	-$527K	–	452
2025 Q3	$527K	Buy	+2,807	New	+$485K	0.07%	227
2025 Q2	–	Sell	-2,338	Closed	-$388K	–	406
2025 Q1	$388K	Sell	2,338 -192	-8%	-$33.6K	0.06%	244
2024 Q4	$436K	Buy	2,530 +45	+2%	+$7.9K	0.07%	215
2024 Q3	$420K	Buy	2,485 +24	+1%	+$3.8K	0.07%	222
2024 Q2	$374K	Buy	2,461 +104	+4%	+$15.3K	0.07%	220
2024 Q1	$369K	Buy	2,357 +74	+3%	+$10.9K	0.07%	211
2023 Q4	$326K	Buy	2,283 +61	+3%	+$7.37K	0.06%	220
2023 Q3	$240K	Buy	2,222 +370	+20%	+$43.3K	0.05%	230
2023 Q2	$214K	Buy	+1,852	New	+$202K	0.04%	240
2023 Q1	–	Sell	-1,882	Closed	-$221K	–	266
2022 Q4	$221K	Buy	+1,882	New	+$209K	0.05%	218
2019 Q2	–	Sell	-206	Closed	-$38K	–	782
2019 Q1	$38K	Buy	206 +31	+18%	+$5.51K	0.01%	321
2018 Q4	$29K	Sell	175 -28	-14%	-$5.01K	0.01%	344
2018 Q3	$35K	Sell	203 -28	-12%	-$4.95K	0.01%	290
2018 Q2	$40K	Buy	231 +28	+14%	+$4.46K	0.02%	276
2018 Q1	$31K	Buy	203 +14	+7%	+$2.23K	0.01%	301
2017 Q4	$32K	Buy	+189	New	+$30.7K	0.01%	301