TFC Financial Management’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	$197K	Hold	1,056	–	–	0.02%	130
2025 Q4	$195K	Hold	1,056	–	–	0.02%	131
2025 Q3	$198K	Hold	1,056	–	–	0.03%	127
2025 Q2	$170K	Sell	1,056 -2	-0.2%	-$316	0.02%	140
2025 Q1	$176K	Hold	1,058	–	–	0.03%	134
2024 Q4	$182K	Hold	1,058	–	–	0.03%	132
2024 Q3	$179K	Buy	1,058 +1,047	+9,518%	+$166K	0.03%	135
2024 Q2	$1.67K	Sell	11 -3	-21%	-$442	﹤0.01%	504
2024 Q1	$2.19K	Buy	14 +3	+27%	+$440	﹤0.01%	455
2023 Q4	$1.57K	Sell	11 -3	-21%	-$363	﹤0.01%	477
2023 Q3	$1.51K	Hold	14	–	–	﹤0.01%	497
2023 Q2	$1.62K	Hold	14	–	–	﹤0.01%	469
2023 Q1	$1.57K	Buy	14 +6	+75%	+$716	﹤0.01%	479
2022 Q4	$940	Hold	8	–	–	﹤0.01%	461
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	499
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	501
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	508
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	557
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	544
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	549
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	540
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	524
2020 Q3	$1K	Buy	+8	New	+$524	﹤0.01%	497