Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-176	Closed	-$28.3K	–	874
2025 Q2	$28.3K	Sell	176 -47	-21%	-$7.43K	﹤0.01%	439
2025 Q1	$37K	Buy	223 +2	+0.9%	+$350	0.01%	367
2024 Q4	$38K	Buy	221 +2	+0.9%	+$351	0.01%	344
2024 Q3	$37K	Hold	219	–	–	0.01%	375
2024 Q2	$33.2K	Sell	219 -95	-30%	-$14K	0.01%	358
2024 Q1	$49.1K	Hold	314	–	–	0.01%	299
2023 Q4	$33.9K	Hold	314	–	–	0.01%	294
2023 Q3	$36.3K	Hold	314	–	–	0.01%	304
2023 Q2	$36.3K	Hold	314	–	–	0.01%	304
2023 Q1	$35.2K	Hold	314	–	–	0.01%	275
2022 Q4	$36.9K	Buy	314 +95	+43%	+$10.6K	0.01%	270
2022 Q3	$21K	Hold	219	–	–	0.01%	336
2022 Q2	$29K	Hold	219	–	–	0.01%	321
2022 Q1	$29K	Buy	+219	New	+$31.2K	0.01%	321