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 |
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|
2025
Q2 | $102K | Sell |
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|
2025
Q1 | $119K | Buy |
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|
2024
Q4 | $101K | Sell |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $79.1K | Hold |
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|
2024
Q1 | $73.2K | Sell |
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|
2023
Q4 | $70.6K | Sell |
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|
2023
Q3 | $98.5K | Hold |
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|
2023
Q2 | $98.5K | Buy |
|
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|
2023
Q1 | $94.7K | Sell |
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|
2022
Q4 | $104K | Hold |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $107K | Buy |
|