Beam Wealth 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
Q2 | – | Sell |
|
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|
2025
Q1 | $963K | Sell |
|
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|
2024
Q4 | $895K | Buy |
|
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|
2024
Q3 | $941K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $365K | Sell |
|
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|
2023
Q4 | $378K | Buy |
|
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|
2023
Q3 | $346K | Buy |
|
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|
2023
Q2 | $375K | Buy |
|
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|
2023
Q1 | $335K | Sell |
|
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|
2022
Q4 | $345K | Buy |
|
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|
2022
Q3 | $328K | Sell |
|
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|
2022
Q2 | $346K | Buy |
|