Beacon Investment Advisors’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 | $663K | Buy |
7,291
+79
| +1% | +$7.18K | 0.29% | 81 |
|
|
2025
Q1 | $663K | Buy |
7,212
+228
| +3% | +$21K | 0.31% | 82 |
|
|
2024
Q4 | $575K | Sell |
6,984
-120
| -2% | -$9.88K | 0.27% | 89 |
|
|
2024
Q3 | $641K | Buy |
7,104
+20
| +0.3% | +$1.8K | 0.3% | 85 |
|
|
2024
Q2 | $549K | Buy |
7,084
+24
| +0.3% | +$1.86K | 0.28% | 90 |
|
|
2024
Q1 | $506K | Buy |
7,060
+27
| +0.4% | +$1.94K | 0.29% | 81 |
|
|
2023
Q4 | $493K | Buy |
7,033
+3
| +0% | +$210 | 0.31% | 76 |
|
|
2023
Q3 | $455K | Buy |
7,030
+26
| +0.4% | +$1.68K | 0.32% | 78 |
|
|
2023
Q2 | $492K | Sell |
7,004
-287
| -4% | -$20.2K | 0.34% | 77 |
|
|
2023
Q1 | $507K | Buy |
7,291
+414
| +6% | +$28.8K | 0.37% | 79 |
|
|
2022
Q4 | $491K | Buy |
+6,877
| New | +$491K | 0.41% | 74 |
|