Beacon Pointe Advisors’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 | $7.04M | Sell |
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|
2025
Q2 | $8.14M | Buy |
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|
2025
Q1 | $7.96M | Sell |
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|
2024
Q4 | $7.13M | Sell |
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|
2024
Q3 | $7.89M | Sell |
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|
2024
Q2 | $7.97M | Sell |
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|
2024
Q1 | $7.5M | Sell |
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|
2023
Q4 | $7.43M | Sell |
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|
2023
Q3 | $8.41M | Buy |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $5.18M | Buy |
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|
2022
Q3 | $3.87M | Sell |
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|
2022
Q2 | $4.13M | Sell |
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|
2022
Q1 | $6.25M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $3.36M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $661K | Buy |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $525K | Buy |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Buy |
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