Beaumont Financial Advisors’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 | $875K | Sell |
9,533
-146
| -2% | -$13.4K | 0.06% | 165 |
|
|
2025
Q1 | $890K | Buy |
9,679
+29
| +0.3% | +$2.67K | 0.07% | 161 |
|
|
2024
Q4 | $794K | Buy |
9,650
+32
| +0.3% | +$2.63K | 0.06% | 172 |
|
|
2024
Q3 | $867K | Buy |
9,618
+11
| +0.1% | +$992 | 0.07% | 156 |
|
|
2024
Q2 | $745K | Buy |
9,607
+88
| +0.9% | +$6.83K | 0.06% | 172 |
|
|
2024
Q1 | $683K | Sell |
9,519
-245
| -3% | -$17.6K | 0.06% | 177 |
|
|
2023
Q4 | $685K | Sell |
9,764
-9
| -0.1% | -$631 | 0.06% | 167 |
|
|
2023
Q3 | $633K | Sell |
9,773
-183
| -2% | -$11.8K | 0.06% | 158 |
|
|
2023
Q2 | $699K | Buy |
9,956
+116
| +1% | +$8.15K | 0.06% | 162 |
|
|
2023
Q1 | $685K | Sell |
9,840
-171
| -2% | -$11.9K | 0.07% | 151 |
|
|
2022
Q4 | $715K | Sell |
10,011
-206
| -2% | -$14.7K | 0.07% | 150 |
|
|
2022
Q3 | $695K | Sell |
10,217
-55
| -0.5% | -$3.74K | 0.07% | 145 |
|
|
2022
Q2 | $733K | Buy |
10,272
+200
| +2% | +$14.3K | 0.07% | 148 |
|
|
2022
Q1 | $730K | Sell |
10,072
-79
| -0.8% | -$5.73K | 0.06% | 177 |
|
|
2021
Q4 | $696K | Buy |
10,151
+198
| +2% | +$13.6K | 0.05% | 175 |
|
|
2021
Q3 | $617K | Buy |
9,953
+112
| +1% | +$6.94K | 0.05% | 188 |
|
|
2021
Q2 | $595K | Buy |
9,841
+961
| +11% | +$58.1K | 0.05% | 186 |
|
|
2021
Q1 | $552K | Buy |
8,880
+467
| +6% | +$29K | 0.05% | 184 |
|
|
2020
Q4 | $517K | Buy |
8,413
+9
| +0.1% | +$553 | 0.05% | 192 |
|
|
2020
Q3 | $456K | Buy |
8,404
+85
| +1% | +$4.61K | 0.04% | 202 |
|
|
2020
Q2 | $431K | Buy |
8,319
+600
| +8% | +$31.1K | 0.05% | 198 |
|
|
2020
Q1 | $418K | Sell |
7,719
-239
| -3% | -$12.9K | 0.05% | 163 |
|
|
2019
Q4 | $507K | Sell |
7,958
-703
| -8% | -$44.8K | 0.05% | 176 |
|
|
2019
Q3 | $535K | Buy |
8,661
+315
| +4% | +$19.5K | 0.05% | 161 |
|
|
2019
Q2 | $461K | Buy |
8,346
+1,095
| +15% | +$60.5K | 0.05% | 157 |
|
|
2019
Q1 | $375K | Sell |
7,251
-605
| -8% | -$31.3K | 0.04% | 171 |
|
|
2018
Q4 | $345K | Sell |
7,856
-25
| -0.3% | -$1.1K | 0.06% | 149 |
|
|
2018
Q3 | $344K | Sell |
7,881
-55
| -0.7% | -$2.4K | 0.03% | 171 |
|
|
2018
Q2 | $368K | Buy |
7,936
+25
| +0.3% | +$1.16K | 0.04% | 151 |
|
|
2018
Q1 | $353K | Buy |
7,911
+2,410
| +44% | +$108K | 0.04% | 159 |
|
|
2017
Q4 | $265K | Hold |
5,501
| – | – | 0.03% | 162 |
|
|
2017
Q3 | $270K | Buy |
5,501
+1,277
| +30% | +$62.7K | 0.03% | 155 |
|
|
2017
Q2 | $202K | Hold |
4,224
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $210K | Hold |
4,224
| – | – | 0.03% | 176 |
|
|
2016
Q4 | $208K | Hold |
4,224
| – | – | 0.03% | 147 |
|
|
2016
Q3 | $217K | Buy |
4,224
+224
| +6% | +$11.5K | 0.03% | 133 |
|
|
2016
Q2 | $214K | Buy |
+4,000
| New | +$214K | 0.04% | 132 |
|
|
2015
Q4 | – | Sell |
-6,782
| Closed | -$284K | – | 147 |
|
|
2015
Q3 | $284K | Hold |
6,782
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $284K | Buy |
+6,782
| New | +$284K | 0.04% | 115 |
|