Beacon Capital Management LLC (Tennessee)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
1,111
-188
| -14% | -$17.3K | 0.01% | 203 |
|
|
2025
Q1 | $119K | Buy |
1,299
+76
| +6% | +$6.99K | 0.02% | 172 |
|
|
2024
Q4 | $101K | Sell |
1,223
-146
| -11% | -$12K | 0.01% | 194 |
|
|
2024
Q3 | $123K | Buy |
1,369
+349
| +34% | +$31.5K | 0.02% | 167 |
|
|
2024
Q2 | $79.1K | Hold |
1,020
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $73.2K | Sell |
1,020
-71
| -7% | -$5.09K | 0.02% | 219 |
|
|
2023
Q4 | $70.6K | Sell |
1,091
-311
| -22% | -$20.1K | 0.02% | 174 |
|
|
2023
Q3 | $98.5K | Hold |
1,402
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $98.5K | Buy |
1,402
+41
| +3% | +$2.88K | 0.03% | 149 |
|
|
2023
Q1 | $94.7K | Sell |
1,361
-98
| -7% | -$6.82K | 0.03% | 144 |
|
|
2022
Q4 | $104K | Hold |
1,459
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $105K | Sell |
1,459
-15
| -1% | -$1.08K | 0.04% | 130 |
|
|
2022
Q2 | $107K | Hold |
1,474
| – | – | 0.03% | 149 |
|
|
2022
Q1 | $107K | Buy |
+1,474
| New | +$107K | 0.03% | 149 |
|