Beaird Harris Wealth Management’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 | $41.6K | Buy |
453
+48
| +12% | +$4.41K | ﹤0.01% | 263 |
|
|
2025
Q1 | $37.2K | Hold |
405
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $33.3K | Sell |
405
-250
| -38% | -$20.6K | ﹤0.01% | 268 |
|
|
2024
Q3 | $59.1K | Sell |
655
-2,794
| -81% | -$252K | 0.01% | 217 |
|
|
2024
Q2 | $268K | Buy |
3,449
+251
| +8% | +$19.5K | 0.03% | 111 |
|
|
2024
Q1 | $229K | Buy |
3,198
+305
| +11% | +$21.9K | 0.02% | 107 |
|
|
2023
Q4 | $203K | Hold |
2,893
| – | – | 0.02% | 105 |
|
|
2023
Q3 | $187K | Hold |
2,893
| – | – | 0.02% | 100 |
|
|
2023
Q2 | $203K | Hold |
2,893
| – | – | 0.02% | 96 |
|
|
2023
Q1 | $201K | Hold |
2,893
| – | – | 0.04% | 84 |
|
|
2022
Q4 | $207K | Hold |
2,893
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $197K | Buy |
2,893
+2,793
| +2,793% | +$190K | 0.04% | 82 |
|
|
2022
Q2 | $7K | Sell |
100
-2,793
| -97% | -$196K | ﹤0.01% | 280 |
|
|
2022
Q1 | $210K | Sell |
2,893
-500
| -15% | -$36.3K | 0.08% | 83 |
|
|
2021
Q4 | $233K | Buy |
+3,393
| New | +$233K | 0.09% | 106 |
|