Beacon Investment Advisors’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 | $735K | Buy |
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|
2025
Q2 | $622K | Hold |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $471K | Buy |
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