Sargent Investment Group’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$767K	Buy	4,580 +1,311	+40%	+$220K	0.1%	124
2025 Q1	$543K	Buy	3,269 +839	+35%	+$139K	0.09%	142
2024 Q4	$420K	Buy	+2,430	New	+$420K	0.07%	151