Oak Grove Capital’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	$317K	Sell	1,700 -1,000	-37%	-$191K	0.05%	81
2025 Q4	$500K	Hold	2,700	–	–	0.1%	63
2025 Q3	$507K	Hold	2,700	–	–	0.11%	57
2025 Q2	$434K	Hold	2,700	–	–	0.1%	57
2025 Q1	$448K	Sell	2,700 -900	-25%	-$157K	0.11%	60
2024 Q4	$620K	Hold	3,600	–	–	0.12%	52
2024 Q3	$608K	Sell	3,600 -500	-12%	-$79.2K	0.13%	48
2024 Q2	$622K	Hold	4,100	–	–	0.16%	43
2024 Q1	$642K	Hold	4,100	–	–	0.18%	36
2023 Q4	$585K	Sell	4,100 -200	-5%	-$24.2K	0.19%	42
2023 Q3	$465K	Sell	4,300 -400	-9%	-$46.8K	0.18%	40
2023 Q2	$543K	Buy	4,700 +600	+15%	+$65.4K	0.2%	38
2023 Q1	$459K	Sell	4,100 -1,800	-31%	-$215K	0.21%	40
2022 Q4	$693K	Sell	5,900 -290	-5%	-$32.2K	0.37%	34
2022 Q3	$556K	Buy	6,190 +1,000	+19%	+$102K	0.19%	44
2022 Q2	$493K	Buy	5,190 +1,500	+41%	+$172K	0.16%	46
2022 Q1	$485K	Sell	3,690 -10	-0.3%	-$1.43K	0.1%	60
2021 Q4	$591K	Hold	3,700	–	–	0.12%	68
2021 Q3	$481K	Buy	3,700 +2,100	+131%	+$273K	0.11%	69
2021 Q2	$209K	Buy	+1,600	New	+$199K	0.05%	91