Beacon Investment Advisors’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 | $622K | Hold |
3,876
| – | – | 0.27% | 87 |
|
|
2025
Q1 | $644K | Buy |
3,876
+23
| +0.6% | +$3.82K | 0.3% | 86 |
|
|
2024
Q4 | $664K | Buy |
3,853
+20
| +0.5% | +$3.45K | 0.31% | 79 |
|
|
2024
Q3 | $648K | Buy |
3,833
+19
| +0.5% | +$3.21K | 0.31% | 84 |
|
|
2024
Q2 | $579K | Buy |
3,814
+44
| +1% | +$6.68K | 0.3% | 88 |
|
|
2024
Q1 | $590K | Sell |
3,770
-11
| -0.3% | -$1.72K | 0.34% | 77 |
|
|
2023
Q4 | $539K | Buy |
3,781
+23
| +0.6% | +$3.28K | 0.34% | 73 |
|
|
2023
Q3 | $406K | Sell |
3,758
-178
| -5% | -$19.2K | 0.29% | 85 |
|
|
2023
Q2 | $455K | Sell |
3,936
-158
| -4% | -$18.2K | 0.31% | 83 |
|
|
2023
Q1 | $458K | Buy |
4,094
+89
| +2% | +$9.97K | 0.33% | 85 |
|
|
2022
Q4 | $471K | Buy |
+4,005
| New | +$471K | 0.39% | 77 |
|