Webster Bank’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	$32.2K	Hold	200	–	–	﹤0.01%	403
2025 Q1	$33.2K	Hold	200	–	–	﹤0.01%	386
2024 Q4	$34.4K	Hold	200	–	–	﹤0.01%	392
2024 Q3	$33.8K	Hold	200	–	–	﹤0.01%	390
2024 Q2	$30.4K	Hold	200	–	–	﹤0.01%	398
2024 Q1	$31.3K	Sell	200 -220	-52%	-$34.4K	﹤0.01%	393
2023 Q4	$59.9K	Buy	420 +320	+320%	+$45.6K	0.01%	318
2023 Q3	$10.8K	Hold	100	–	–	﹤0.01%	457
2023 Q2	$11.5K	Hold	100	–	–	﹤0.01%	451
2023 Q1	$11.2K	Hold	100	–	–	﹤0.01%	462
2022 Q4	$12K	Hold	100	–	–	﹤0.01%	447
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	462
2022 Q2	$9K	Sell	100 -20	-17%	-$1.8K	﹤0.01%	464
2022 Q1	$16K	Sell	120 -309	-72%	-$41.2K	﹤0.01%	443
2021 Q4	$68K	Hold	429	–	–	0.01%	307
2021 Q3	$56K	Hold	429	–	–	0.01%	318
2021 Q2	$56K	Hold	429	–	–	0.01%	315
2021 Q1	$49K	Hold	429	–	–	0.01%	340
2020 Q4	$36K	Buy	429 +309	+258%	+$25.9K	﹤0.01%	354
2020 Q3	$8K	Hold	120	–	–	﹤0.01%	439
2020 Q2	$8K	Sell	120 -384	-76%	-$25.6K	﹤0.01%	436
2020 Q1	$28K	Hold	504	–	–	﹤0.01%	321
2019 Q4	$75K	Buy	504 +120	+31%	+$17.9K	0.01%	280
2019 Q3	$60K	Hold	384	–	–	0.01%	299
2019 Q2	$61K	Hold	384	–	–	0.01%	296
2019 Q1	$70K	Hold	384	–	–	0.01%	270
2018 Q4	$65K	Hold	384	–	–	0.01%	265
2018 Q3	$68K	Hold	384	–	–	0.01%	294
2018 Q2	$65K	Hold	384	–	–	0.01%	299
2018 Q1	$59K	Hold	384	–	–	0.01%	314
2017 Q4	$66K	Hold	384	–	–	0.01%	335
2017 Q3	$62K	Hold	384	–	–	0.01%	336
2017 Q2	$62K	Hold	384	–	–	0.01%	336
2017 Q1	$66K	Hold	384	–	–	0.01%	338
2016 Q4	$68K	Buy	+384	New	+$68K	0.01%	321