BHWA
Beacon Harbor Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75,277
| Closed | -$5.38M | – | 91 |
|
|
2022
Q4 | $5.38M | Buy |
+75,277
| New | +$5.38M | 1.83% | 22 |
|
|
2020
Q3 | – | Sell |
-55,671
| Closed | -$2.89M | – | 55 |
|
|
2020
Q2 | $2.89M | Buy |
55,671
+1,685
| +3% | +$87.4K | 1.66% | 28 |
|
|
2020
Q1 | $2.92M | Buy |
+53,986
| New | +$2.92M | 2.21% | 20 |
|