Prudent Man Advisors’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 Q3	–	Sell	-1,802	Closed	-$290K	–	179
2025 Q2	$290K	Buy	1,802 +21	+1%	+$3.32K	0.09%	141
2025 Q1	$296K	Hold	1,781	–	–	0.11%	136
2024 Q4	$307K	Sell	1,781 -185	-9%	-$32.5K	0.11%	133
2024 Q3	$332K	Hold	1,966	–	–	0.11%	133
2024 Q2	$298K	Buy	1,966 +105	+6%	+$15.5K	0.11%	133
2024 Q1	$291K	Sell	1,861 -1,409	-43%	-$207K	0.11%	135
2023 Q4	$466K	Sell	3,270 -27	-0.8%	-$3.26K	0.17%	121
2023 Q3	$356K	Hold	3,297	–	–	0.14%	130
2023 Q2	$381K	Hold	3,297	–	–	0.14%	129
2023 Q1	$369K	Hold	3,297	–	–	0.14%	128
2022 Q4	$387K	Buy	3,297 +350	+12%	+$38.9K	0.16%	127
2022 Q3	$264K	Buy	+2,947	New	+$301K	0.13%	132
2022 Q2	–	Sell	-1,794	Closed	-$236K	–	185
2022 Q1	$236K	Sell	1,794 -12	-0.7%	-$1.71K	0.1%	152
2021 Q4	$289K	Sell	1,806 -393	-18%	-$60K	0.11%	141
2021 Q3	$286K	Buy	+2,199	New	+$286K	0.11%	152