MLL

Moody Lynn & Lieberson’s Simon Property Group SPG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Buy	2,526 +26	+1%	+$4.18K	0.02%	189
2025 Q1	$415K	Hold	2,500	–	–	0.03%	178
2024 Q4	$431K	Hold	2,500	–	–	0.03%	179
2024 Q3	$423K	Hold	2,500	–	–	0.03%	189
2024 Q2	$380K	Hold	2,500	–	–	0.02%	185
2024 Q1	$391K	Hold	2,500	–	–	0.03%	180
2023 Q4	$357K	Sell	2,500 -25	-1%	-$3.57K	0.03%	186
2023 Q3	$273K	Hold	2,525	–	–	0.02%	176
2023 Q2	$292K	Hold	2,525	–	–	0.02%	184
2023 Q1	$283K	Buy	2,525 +25	+1%	+$2.8K	0.03%	192
2022 Q4	$293K	Hold	2,500	–	–	0.03%	198
2022 Q3	$224K	Hold	2,500	–	–	0.02%	200
2022 Q2	$237K	Hold	2,500	–	–	0.02%	201
2022 Q1	$329K	Sell	2,500 -434	-15%	-$57.1K	0.02%	193
2021 Q4	$469K	Buy	2,934 +434	+17%	+$69.4K	0.03%	173
2021 Q3	$325K	Hold	2,500	–	–	0.02%	186
2021 Q2	$326K	Hold	2,500	–	–	0.02%	184
2021 Q1	$284K	Hold	2,500	–	–	0.02%	195
2020 Q4	$213K	Buy	+2,500	New	+$213K	0.02%	201
2020 Q1	–	Sell	-2,500	Closed	-$372K	–	196
2019 Q4	$372K	Hold	2,500	–	–	0.04%	176
2019 Q3	$389K	Hold	2,500	–	–	0.04%	151
2019 Q2	$399K	Hold	2,500	–	–	0.04%	160
2019 Q1	$456K	Hold	2,500	–	–	0.05%	151
2018 Q4	$420K	Sell	2,500 -86	-3%	-$14.4K	0.06%	149
2018 Q3	$457K	Hold	2,586	–	–	0.05%	163
2018 Q2	$440K	Sell	2,586 -500	-16%	-$85.1K	0.05%	162
2018 Q1	$476K	Hold	3,086	–	–	0.06%	154
2017 Q4	$502K	Hold	3,086	–	–	0.05%	163
2017 Q3	$497K	Hold	3,086	–	–	0.06%	155
2017 Q2	$499K	Buy	+3,086	New	+$499K	0.07%	156