Tompkins Financial’s Simon Property Group SPG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15	Closed	-$1.73K	–	615
2023 Q2	$1.73K	Hold	15	–	–	﹤0.01%	569
2023 Q1	$1.68K	Hold	15	–	–	﹤0.01%	592
2022 Q4	$2K	Buy	+15	New	+$2K	﹤0.01%	579
2017 Q4	–	Sell	-364	Closed	-$59K	–	437
2017 Q3	$59K	Sell	364 -1	-0.3%	-$162	0.01%	211
2017 Q2	$59K	Hold	365	–	–	0.01%	207
2017 Q1	$63K	Hold	365	–	–	0.02%	207
2016 Q4	$65K	Hold	365	–	–	0.02%	194
2016 Q3	$76K	Hold	365	–	–	0.02%	185
2016 Q2	$79K	Hold	365	–	–	0.02%	208
2016 Q1	$76K	Hold	365	–	–	0.02%	208
2015 Q4	$71K	Hold	365	–	–	0.02%	235
2015 Q3	$67K	Sell	365 -1,815	-83%	-$333K	0.02%	228
2015 Q2	$377K	Hold	2,180	–	–	0.1%	131
2015 Q1	$426K	Hold	2,180	–	–	0.11%	125
2014 Q4	$397K	Hold	2,180	–	–	0.1%	124
2014 Q3	$358K	Hold	2,180	–	–	0.09%	131
2014 Q2	$362K	Hold	2,180	–	–	0.09%	135
2014 Q1	$358K	Hold	2,180	–	–	0.09%	133
2013 Q4	$332K	Hold	2,180	–	–	0.09%	134
2013 Q3	$323K	Buy	2,180 +1,815	+497%	+$269K	0.09%	129
2013 Q2	$58K	Buy	+365	New	+$58K	0.02%	221