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Beacon Capital Management LLC (Tennessee)’s SoFi Technologies SOFI Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$294 – 1163
2025
Q1 		$294 Buy
+25
New +$360 ﹤0.01% 1101

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Beacon Capital Management LLC (Tennessee)'s SOFI Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 25 shares — an estimated $294 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $294 in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 25 SoFi Technologies shares in Q2 2025, an estimated $294.
  • Beacon Capital Management LLC (Tennessee) first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s SoFi Technologies position peaked at $294 in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.