Beacon Pointe Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
31,473
-1,991
| -6% | -$320K | 0.05% | 305 |
|
|
2025
Q1 | $5.56M | Buy |
33,464
+3,088
| +10% | +$513K | 0.06% | 274 |
|
|
2024
Q4 | $5.23M | Sell |
30,376
-7,426
| -20% | -$1.28M | 0.06% | 274 |
|
|
2024
Q3 | $6.39M | Sell |
37,802
-1,018
| -3% | -$172K | 0.07% | 237 |
|
|
2024
Q2 | $5.89M | Sell |
38,820
-1,908
| -5% | -$290K | 0.07% | 245 |
|
|
2024
Q1 | $6.37M | Sell |
40,728
-12,603
| -24% | -$1.97M | 0.07% | 246 |
|
|
2023
Q4 | $7.61M | Sell |
53,331
-237
| -0.4% | -$33.8K | 0.09% | 202 |
|
|
2023
Q3 | $5.79M | Buy |
53,568
+3,626
| +7% | +$392K | 0.07% | 237 |
|
|
2023
Q2 | $5.77M | Buy |
+49,942
| New | +$5.77M | 0.09% | 194 |
|
|
2023
Q1 | – | Sell |
-36,144
| Closed | -$4.25M | – | 1195 |
|
|
2022
Q4 | $4.25M | Buy |
36,144
+13,661
| +61% | +$1.6M | 0.08% | 218 |
|
|
2022
Q3 | $2.02M | Buy |
22,483
+6,775
| +43% | +$607K | 0.05% | 316 |
|
|
2022
Q2 | $1.49M | Buy |
15,708
+1,879
| +14% | +$179K | 0.03% | 384 |
|
|
2022
Q1 | $1.82M | Buy |
13,829
+4,037
| +41% | +$531K | 0.02% | 470 |
|
|
2021
Q4 | $1.56M | Buy |
+9,792
| New | +$1.56M | 0.04% | 296 |
|
|
2021
Q3 | – | Sell |
-5,022
| Closed | -$655K | – | 962 |
|
|
2021
Q2 | $655K | Buy |
+5,022
| New | +$655K | 0.02% | 417 |
|
|
2021
Q1 | – | Sell |
-4,576
| Closed | -$391K | – | 572 |
|
|
2020
Q4 | $391K | Buy |
+4,576
| New | +$391K | 0.03% | 318 |
|