Montag & Associates’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	$131K	Hold	702	–	–	0.01%	474
2025 Q4	$130K	Sell	702 -18	-3%	-$3.27K	0.01%	475
2025 Q3	$135K	Buy	720 +18	+3%	+$3.11K	0.01%	451
2025 Q2	$113K	Hold	702	–	–	0.01%	463
2025 Q1	$117K	Hold	702	–	–	0.01%	483
2024 Q4	$121K	Hold	702	–	–	0.01%	476
2024 Q3	$119K	Hold	702	–	–	0.01%	489
2024 Q2	$107K	Hold	702	–	–	0.01%	484
2024 Q1	$111K	Hold	702	–	–	0.01%	478
2023 Q4	$100K	Hold	702	–	–	0.01%	474
2023 Q3	$75.8K	Hold	702	–	–	﹤0.01%	482
2023 Q2	$81.1K	Hold	702	–	–	0.01%	491
2023 Q1	$78.6K	Hold	702	–	–	0.01%	489
2022 Q4	$82.5K	Hold	702	–	–	0.01%	471
2022 Q3	$63K	Buy	+702	New	+$71.8K	﹤0.01%	501
2022 Q1	–	Sell	-10	Closed	-$2K	–	885
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	809
2021 Q3	$1K	Buy	+10	New	+$1.3K	﹤0.01%	856