Beacon Pointe Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
88,649
+2,061
| +2% | +$189K | 0.09% | 209 |
|
|
2025
Q1 | $7.96M | Sell |
86,588
-2
| -0% | -$184 | 0.09% | 207 |
|
|
2024
Q4 | $7.13M | Sell |
86,590
-913
| -1% | -$75.2K | 0.08% | 213 |
|
|
2024
Q3 | $7.89M | Sell |
87,503
-15,284
| -15% | -$1.38M | 0.09% | 194 |
|
|
2024
Q2 | $7.97M | Sell |
102,787
-1,803
| -2% | -$140K | 0.09% | 194 |
|
|
2024
Q1 | $7.5M | Sell |
104,590
-1,335
| -1% | -$95.8K | 0.08% | 216 |
|
|
2023
Q4 | $7.43M | Sell |
105,925
-23,953
| -18% | -$1.68M | 0.09% | 205 |
|
|
2023
Q3 | $8.41M | Buy |
129,878
+58,223
| +81% | +$3.77M | 0.1% | 180 |
|
|
2023
Q2 | $5.03M | Sell |
71,655
-33,513
| -32% | -$2.35M | 0.08% | 213 |
|
|
2023
Q1 | $7.32M | Buy |
105,168
+32,698
| +45% | +$2.28M | 0.12% | 168 |
|
|
2022
Q4 | $5.18M | Buy |
72,470
+15,521
| +27% | +$1.11M | 0.1% | 187 |
|
|
2022
Q3 | $3.87M | Sell |
56,949
-884
| -2% | -$60.1K | 0.09% | 200 |
|
|
2022
Q2 | $4.13M | Sell |
57,833
-28,384
| -33% | -$2.03M | 0.09% | 206 |
|
|
2022
Q1 | $6.25M | Buy |
86,217
+65,568
| +318% | +$4.75M | 0.09% | 218 |
|
|
2021
Q4 | $1.42M | Sell |
20,649
-33,581
| -62% | -$2.3M | 0.04% | 314 |
|
|
2021
Q3 | $3.36M | Buy |
54,230
+31,871
| +143% | +$1.98M | 0.08% | 212 |
|
|
2021
Q2 | $1.35M | Buy |
22,359
+12,849
| +135% | +$778K | 0.05% | 282 |
|
|
2021
Q1 | $589K | Sell |
9,510
-1,242
| -12% | -$76.9K | 0.04% | 270 |
|
|
2020
Q4 | $661K | Buy |
10,752
+2,955
| +38% | +$182K | 0.05% | 242 |
|
|
2020
Q3 | $423K | Sell |
7,797
-2,291
| -23% | -$124K | 0.04% | 248 |
|
|
2020
Q2 | $525K | Buy |
10,088
+3,253
| +48% | +$169K | 0.05% | 224 |
|
|
2020
Q1 | $372K | Buy |
6,835
+2,986
| +78% | +$163K | 0.06% | 204 |
|
|
2019
Q4 | $246K | Buy |
+3,849
| New | +$246K | 0.08% | 190 |
|
|
2019
Q3 | – | Sell |
-3,960
| Closed | -$219K | – | 195 |
|
|
2019
Q2 | $219K | Buy |
+3,960
| New | +$219K | 0.08% | 183 |
|