Beacon Capital Management LLC (Tennessee)’s SoFi Weekly Income ETF TGIF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-68
Closed -$6.42K 1156
2023
Q4
$6.42K Hold
68
﹤0.01% 609
2023
Q3
$6.45K Hold
68
﹤0.01% 647
2023
Q2
$6.45K Hold
68
﹤0.01% 647
2023
Q1
$6.4K Sell
68
-2,825
-98% -$266K ﹤0.01% 581
2022
Q4
$268K Sell
2,893
-2,805
-49% -$263K 0.09% 67
2022
Q3
$529K Sell
5,698
-3,361
-37% -$318K 0.18% 43
2022
Q2
$899K Hold
9,059
0.22% 33
2022
Q1
$899K Buy
+9,059
New +$913K 0.21% 33

Beacon Capital Management LLC (Tennessee)'s TGIF Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of SoFi Weekly Income ETF (TGIF) in Q1 2024, closing a stake of 68 shares — an estimated $6.42K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TGIF in Q1 2022 and held it in 8 quarters. The position peaked at $899K in Q2 2022. 0 funds tracked by Wall St. Rank hold TGIF as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining SoFi Weekly Income ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 68 SoFi Weekly Income ETF shares in Q1 2024, an estimated $6.42K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in SoFi Weekly Income ETF in Q1 2022 and held it in 8 quarters.
  • Beacon Capital Management LLC (Tennessee)'s SoFi Weekly Income ETF position peaked at $899K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held SoFi Weekly Income ETF as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.