Beacon Capital Management LLC (Tennessee)’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 | $28.3K | Sell |
176
-47
| -21% | -$7.56K | ﹤0.01% | 439 |
|
|
2025
Q1 | $37K | Buy |
223
+2
| +0.9% | +$332 | 0.01% | 367 |
|
|
2024
Q4 | $38K | Buy |
221
+2
| +0.9% | +$344 | 0.01% | 344 |
|
|
2024
Q3 | $37K | Hold |
219
| – | – | 0.01% | 375 |
|
|
2024
Q2 | $33.2K | Sell |
219
-95
| -30% | -$14.4K | 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% | +$11.2K | 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 | +$29K | 0.01% | 321 |
|