Beacon Capital Management LLC (Tennessee)’s Prospect Capital PSEC Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,679	Closed	-$8.98K	–	1185
2024 Q3	$8.98K	Buy	1,679 +56	+3%	+$297	﹤0.01%	673
2024 Q2	$8.98K	Buy	1,623 +51	+3%	+$280	﹤0.01%	589
2024 Q1	$8.68K	Buy	1,572 +94	+6%	+$541	﹤0.01%	597
2023 Q4	$8.94K	Buy	1,478 +29	+2%	+$167	﹤0.01%	546
2023 Q3	$8.98K	Hold	1,449	–	–	﹤0.01%	586
2023 Q2	$8.98K	Buy	1,449 +42	+3%	+$270	﹤0.01%	586
2023 Q1	$9.8K	Buy	1,407 +35	+3%	+$254	﹤0.01%	504
2022 Q4	$9.59K	Buy	1,372 +69	+5%	+$496	﹤0.01%	519
2022 Q3	$9K	Buy	1,303 +32	+3%	+$239	﹤0.01%	504
2022 Q2	$11K	Hold	1,271	–	–	﹤0.01%	515
2022 Q1	$11K	Buy	+1,271	New	+$10.6K	﹤0.01%	515

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TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PSEC Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 1,679 shares — an estimated $8.98K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PSEC in Q1 2022 and held it in 11 quarters. The position peaked at $11K in Q2 2022. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,679 Prospect Capital shares in Q4 2024, an estimated $8.98K.
Beacon Capital Management LLC (Tennessee) first reported a position in Prospect Capital in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Prospect Capital position peaked at $11K in Q2 2022.
239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.