Beacon Investment Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,664
| Closed | -$335K | – | 271 |
|
|
2024
Q1 | $335K | Hold |
4,664
| – | – | 0.01% | 219 |
|
|
2023
Q4 | $327K | Sell |
4,664
-2,250
| -33% | -$158K | 0.01% | 220 |
|
|
2023
Q3 | $447K | Sell |
6,914
-350
| -5% | -$22.7K | 0.02% | 198 |
|
|
2023
Q2 | $510K | Sell |
7,264
-375
| -5% | -$26.3K | 0.02% | 194 |
|
|
2023
Q1 | $531K | Buy |
7,639
+3
| +0% | +$209 | 0.03% | 177 |
|
|
2022
Q4 | $545K | Sell |
7,636
-247
| -3% | -$17.6K | 0.03% | 183 |
|
|
2022
Q3 | $536K | Buy |
7,883
+354
| +5% | +$24.1K | 0.03% | 181 |
|
|
2022
Q2 | $537K | Sell |
7,529
-85
| -1% | -$6.06K | 0.03% | 183 |
|
|
2022
Q1 | $552K | Sell |
7,614
-37
| -0.5% | -$2.68K | 0.02% | 199 |
|
|
2021
Q4 | $525K | Buy |
7,651
+37
| +0.5% | +$2.54K | 0.02% | 212 |
|
|
2021
Q3 | $472K | Sell |
7,614
-2,250
| -23% | -$139K | 0.02% | 208 |
|
|
2021
Q2 | $597K | Sell |
9,864
-650
| -6% | -$39.3K | 0.02% | 196 |
|
|
2021
Q1 | $654K | Sell |
10,514
-100
| -0.9% | -$6.22K | 0.03% | 181 |
|
|
2020
Q4 | $652K | Sell |
10,614
-133
| -1% | -$8.17K | 0.03% | 169 |
|
|
2020
Q3 | $583K | Buy |
10,747
+133
| +1% | +$7.22K | 0.03% | 165 |
|
|
2020
Q2 | $550K | Buy |
+10,614
| New | +$550K | 0.03% | 163 |
|
|
2018
Q2 | – | Sell |
-7,480
| Closed | -$334K | – | 265 |
|
|
2018
Q1 | $334K | Buy |
7,480
+370
| +5% | +$16.5K | 0.03% | 199 |
|
|
2017
Q4 | $342K | Sell |
7,110
-2,777
| -28% | -$134K | 0.04% | 189 |
|
|
2017
Q3 | $486K | Buy |
+9,887
| New | +$486K | 0.04% | 180 |
|