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Resurgent Financial Advisors’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,114
Closed -$351K 200
2025
Q1
$351K Sell
2,114
-263
-11% -$43.7K 0.21% 127
2024
Q4
$409K Buy
+2,377
New +$409K 0.24% 115