LJI Wealth Management’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	$298K	Hold	1,599	–	–	0.05%	157
2025 Q4	$296K	Hold	1,599	–	–	0.05%	164
2025 Q3	$300K	Sell	1,599 -250	-14%	-$43.2K	0.05%	136
2025 Q2	$297K	Hold	1,849	–	–	0.05%	142
2025 Q1	$307K	Hold	1,849	–	–	0.06%	135
2024 Q4	$318K	Sell	1,849 -302	-14%	-$53K	0.06%	126
2024 Q3	$364K	Hold	2,151	–	–	0.07%	135
2024 Q2	$327K	Hold	2,151	–	–	0.07%	138
2024 Q1	$337K	Sell	2,151 -80	-4%	-$11.7K	0.09%	110
2023 Q4	$318K	Hold	2,231	–	–	0.08%	129
2023 Q3	$241K	Hold	2,231	–	–	0.07%	143
2023 Q2	$258K	Hold	2,231	–	–	0.08%	131
2023 Q1	$250K	Hold	2,231	–	–	0.08%	131
2022 Q4	$262K	Buy	+2,231	New	+$248K	0.09%	113