Beacon Investment Advisors’s Saul Centers BFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	31,792 -411	-1%	-$13.6K	0.39%	72
2025 Q4	$1.02M	Buy	32,203 +77	+0.2%	+$2.37K	0.41%	70
2025 Q3	$1.02M	Buy	32,126 +892	+3%	+$29.4K	0.42%	71
2025 Q2	$1.07M	Buy	31,234 +383	+1%	+$12.9K	0.46%	62
2025 Q1	$1.11M	Buy	30,851 +226	+0.7%	+$8.28K	0.53%	60
2024 Q4	$1.19M	Buy	30,625 +244	+0.8%	+$9.78K	0.56%	54
2024 Q3	$1.27M	Buy	30,381 +2,648	+10%	+$104K	0.6%	51
2024 Q2	$1.02M	Buy	27,733 +839	+3%	+$30.7K	0.52%	59
2024 Q1	$1.04M	Buy	26,894 +1,784	+7%	+$67.8K	0.59%	55
2023 Q4	$986K	Buy	25,110 +181	+0.7%	+$6.63K	0.63%	47
2023 Q3	$879K	Buy	24,929 +374	+2%	+$14K	0.62%	51
2023 Q2	$904K	Sell	24,555 -1,339	-5%	-$48.1K	0.62%	50
2023 Q1	$1.01M	Buy	25,894 +368	+1%	+$14.7K	0.74%	45
2022 Q4	$1.04M	Buy	+25,526	New	+$1.03M	0.87%	35