Beacon Financial Group’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 | $699K | Hold |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $583K | Hold |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $585K | Hold |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $515K | Hold |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $532K | Hold |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $4.67M | Sell |
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|
2019
Q3 | $4.59M | Sell |
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|
2019
Q2 | $6.26M | Sell |
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|
2019
Q1 | $5.88K | Sell |
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|
2018
Q4 | $5.36M | Sell |
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|
2018
Q3 | $5.34M | Sell |
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|
2018
Q2 | $5.88M | Sell |
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|
2018
Q1 | $5.69M | Sell |
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|
2017
Q4 | $8.91M | Sell |
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|
2017
Q3 | $9.47M | Buy |
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|
2017
Q2 | $9.18M | Buy |
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|
2017
Q1 | $9.22M | Buy |
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|
2016
Q4 | $8.78M | Sell |
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|
2016
Q3 | $9.74M | Buy |
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|
2016
Q2 | $9.74M | Buy |
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|
2016
Q1 | $9.55M | Sell |
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|
2015
Q4 | $9M | Buy |
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|
2015
Q3 | $8.08M | Sell |
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|
2015
Q2 | $7.73M | Buy |
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|
2015
Q1 | $7.03M | Buy |
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|
2014
Q4 | $7.72M | Buy |
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|
2014
Q3 | $6.73M | Buy |
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|
2014
Q2 | $6.76M | Buy |
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|
2014
Q1 | $4.61M | Buy |
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|
2013
Q4 | $4.26M | Buy |
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|
2013
Q3 | $4.08M | Buy |
|