MidWestOne Financial Group’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	$205K	Hold	1,109	–	–	0.02%	297
2025 Q3	$208K	Buy	+1,109	New	+$191K	0.03%	293
2025 Q2	–	Sell	-5,307	Closed	-$881K	–	308
2025 Q1	$881K	Sell	5,307 -3,425	-39%	-$599K	0.13%	163
2024 Q4	$1.5M	Buy	8,732 +2,866	+49%	+$503K	0.21%	103
2024 Q3	$991K	Buy	5,866 +322	+6%	+$51K	0.14%	153
2024 Q2	$842K	Sell	5,544 -2,943	-35%	-$434K	0.15%	163
2024 Q1	$1.33M	Sell	8,487 -5,480	-39%	-$804K	0.24%	112
2023 Q4	$1.99M	Buy	13,967 +205	+1%	+$24.8K	0.38%	61
2023 Q3	$1.49M	Sell	13,762 -2,562	-16%	-$300K	0.34%	76
2023 Q2	$1.89M	Buy	16,324 +3,543	+28%	+$386K	0.41%	59
2023 Q1	$1.43M	Buy	12,781 +4,391	+52%	+$524K	0.32%	72
2022 Q4	$986K	Buy	8,390 +1,067	+15%	+$119K	0.22%	103
2022 Q3	$657K	Buy	7,323 +2,076	+40%	+$212K	0.17%	133
2022 Q2	$498K	Sell	5,247 -107	-2%	-$12.3K	0.12%	164
2022 Q1	$704K	Buy	5,354 +184	+4%	+$26.2K	0.15%	151
2021 Q4	$826K	Buy	5,170 +685	+15%	+$105K	0.17%	137
2021 Q3	$583K	Buy	4,485 +142	+3%	+$18.5K	0.14%	150
2021 Q2	$567K	Buy	+4,343	New	+$540K	0.13%	146