Sittner & Nelson’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	$241K	Hold	1,294	–	–	0.09%	150
2025 Q4	$258K	Hold	1,294	–	–	0.09%	143
2025 Q3	$243K	Hold	1,294	–	–	0.09%	131
2025 Q2	$208K	Hold	1,294	–	–	0.08%	141
2025 Q1	$215K	Buy	1,294 +650	+101%	+$114K	0.09%	130
2024 Q4	$111K	Hold	644	–	–	0.05%	163
2024 Q3	$109K	Buy	644 +600	+1,364%	+$95K	0.05%	170
2024 Q2	$6.68K	Hold	44	–	–	﹤0.01%	375
2024 Q1	$6.89K	Hold	44	–	–	﹤0.01%	370
2023 Q4	$6.28K	Hold	44	–	–	﹤0.01%	374
2023 Q3	$4.75K	Hold	44	–	–	﹤0.01%	387
2023 Q2	$5.08K	Hold	44	–	–	﹤0.01%	400
2023 Q1	$4.93K	Hold	44	–	–	﹤0.01%	411
2022 Q4	$5.17K	Hold	44	–	–	﹤0.01%	385
2022 Q3	$4K	Buy	+44	New	+$4.5K	﹤0.01%	397