Beaird Harris Wealth Management’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 | $43.9K | Buy |
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|
2025
Q2 | $41.6K | Buy |
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|
2025
Q1 | $37.2K | Hold |
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|
2024
Q4 | $33.3K | Sell |
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|
2024
Q3 | $59.1K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $203K | Hold |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $207K | Hold |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $233K | Buy |
|