Beacon Capital Management LLC (Tennessee)’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,111	Closed	-$102K	–	867
2025 Q2	$102K	Sell	1,111 -188	-14%	-$16.9K	0.01%	203
2025 Q1	$119K	Buy	1,299 +76	+6%	+$6.58K	0.02%	172
2024 Q4	$101K	Sell	1,223 -146	-11%	-$12.8K	0.01%	194
2024 Q3	$123K	Buy	1,369 +349	+34%	+$29.8K	0.02%	167
2024 Q2	$79.1K	Hold	1,020	–	–	0.01%	203
2024 Q1	$73.2K	Sell	1,020 -71	-7%	-$4.9K	0.02%	219
2023 Q4	$70.6K	Sell	1,091 -311	-22%	-$21.4K	0.02%	174
2023 Q3	$98.5K	Hold	1,402	–	–	0.03%	149
2023 Q2	$98.5K	Buy	1,402 +41	+3%	+$2.94K	0.03%	149
2023 Q1	$94.7K	Sell	1,361 -98	-7%	-$6.6K	0.03%	144
2022 Q4	$104K	Hold	1,459	–	–	0.04%	137
2022 Q3	$105K	Sell	1,459 -15	-1%	-$1.14K	0.04%	130
2022 Q2	$107K	Hold	1,474	–	–	0.03%	149
2022 Q1	$107K	Buy	+1,474	New	+$99.8K	0.03%	149