Beck Mack & Oliver’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 | $322K | Buy |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $284K | Sell |
|
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $303K | Hold |
|
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $274K | Hold |
|
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $357K | Hold |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $320K | Hold |
|
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $376K | Hold |
|
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $536K | Hold |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $565K | Hold |
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|
2018
Q1 | $544K | Hold |
|
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|
2017
Q4 | $587K | Hold |
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|
2017
Q3 | $600K | Hold |
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|
2017
Q2 | $584K | Hold |
|
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|
2017
Q1 | $608K | Hold |
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|
2016
Q4 | $600K | Hold |
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|
2016
Q3 | $626K | Sell |
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|
2016
Q2 | $983K | Hold |
|
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|
2016
Q1 | $948K | Hold |
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|
2015
Q4 | $858K | Sell |
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|
2015
Q3 | $837K | Sell |
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|
2015
Q2 | $839K | Sell |
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|
2015
Q1 | $1M | Sell |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.99M | Buy |
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|
2014
Q2 | $2.06M | Sell |
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|
2014
Q1 | $2.03M | Sell |
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|
2013
Q4 | $2.54M | Sell |
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|
2013
Q3 | $2.56M | Buy |
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|
2013
Q2 | $2.73M | Buy |
|