Beacon Capital Management LLC (Tennessee)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Buy |
67
+13
| +24% | +$6.88K | ﹤0.01% | 403 |
|
|
2025
Q1 | $27.5K | Hold |
54
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $27K | Sell |
54
-10
| -16% | -$5K | ﹤0.01% | 415 |
|
|
2024
Q3 | $33.2K | Buy |
64
+22
| +52% | +$11.4K | ﹤0.01% | 393 |
|
|
2024
Q2 | $18.8K | Buy |
42
+15
| +56% | +$6.72K | ﹤0.01% | 459 |
|
|
2024
Q1 | $11.6K | Buy |
27
+18
| +200% | +$7.7K | ﹤0.01% | 552 |
|
|
2023
Q4 | $3.34K | Hold |
9
| – | – | ﹤0.01% | 719 |
|
|
2023
Q3 | $3.66K | Hold |
9
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $3.66K | Hold |
9
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $3.14K | Hold |
9
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $3.05K | Hold |
9
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $4K | Hold |
9
| – | – | ﹤0.01% | 688 |
|
|
2022
Q1 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 689 |
|