BWA
Beam Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,471
| Closed | -$963K | – | 113 |
|
|
2025
Q1 | $963K | Sell |
10,471
-398
| -4% | -$36.6K | 0.32% | 65 |
|
|
2024
Q4 | $895K | Buy |
10,869
+437
| +4% | +$36K | 0.28% | 70 |
|
|
2024
Q3 | $941K | Buy |
+10,432
| New | +$941K | 0.29% | 65 |
|
|
2024
Q2 | – | Sell |
-5,094
| Closed | -$365K | – | 144 |
|
|
2024
Q1 | $365K | Sell |
5,094
-303
| -6% | -$21.7K | 0.22% | 73 |
|
|
2023
Q4 | $378K | Buy |
5,397
+51
| +1% | +$3.58K | 0.24% | 65 |
|
|
2023
Q3 | $346K | Buy |
5,346
+8
| +0.1% | +$518 | 0.25% | 67 |
|
|
2023
Q2 | $375K | Buy |
5,338
+517
| +11% | +$36.3K | 0.26% | 65 |
|
|
2023
Q1 | $335K | Sell |
4,821
-16
| -0.3% | -$1.11K | 0.34% | 65 |
|
|
2022
Q4 | $345K | Buy |
4,837
+17
| +0.4% | +$1.21K | 0.36% | 61 |
|
|
2022
Q3 | $328K | Sell |
4,820
-31
| -0.6% | -$2.11K | 0.37% | 69 |
|
|
2022
Q2 | $346K | Buy |
+4,851
| New | +$346K | 0.38% | 66 |
|