Beck Mack & Oliver’s Southern Company SO Stock Holding History

Beck Mack & Oliver’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Hold	2,950	–	–	0.01%	161
2025 Q1	$271K	Sell	2,950 -500	-14%	-$46K	0.01%	159
2024 Q4	$284K	Sell	3,450 -450	-12%	-$37K	0.01%	156
2024 Q3	$352K	Hold	3,900	–	–	0.01%	143
2024 Q2	$303K	Hold	3,900	–	–	0.01%	146
2024 Q1	$280K	Hold	3,900	–	–	0.01%	149
2023 Q4	$273K	Hold	3,900	–	–	0.01%	154
2023 Q3	$252K	Hold	3,900	–	–	0.01%	147
2023 Q2	$274K	Hold	3,900	–	–	0.01%	147
2023 Q1	$271K	Hold	3,900	–	–	0.01%	150
2022 Q4	$278K	Hold	3,900	–	–	0.01%	153
2022 Q3	$265K	Sell	3,900 -52	-1%	-$3.53K	0.01%	151
2022 Q2	$282K	Buy	3,952 +52	+1%	+$3.71K	0.01%	152
2022 Q1	$283K	Hold	3,900	–	–	0.01%	163
2021 Q4	$267K	Hold	3,900	–	–	0.01%	173
2021 Q3	$242K	Sell	3,900 -2,000	-34%	-$124K	0.01%	187
2021 Q2	$357K	Hold	5,900	–	–	0.01%	157
2021 Q1	$367K	Hold	5,900	–	–	0.01%	149
2020 Q4	$362K	Hold	5,900	–	–	0.01%	149
2020 Q3	$320K	Hold	5,900	–	–	0.01%	154
2020 Q2	$306K	Hold	5,900	–	–	0.01%	156
2020 Q1	$319K	Hold	5,900	–	–	0.01%	152
2019 Q4	$376K	Hold	5,900	–	–	0.01%	158
2019 Q3	$364K	Hold	5,900	–	–	0.01%	162
2019 Q2	$326K	Hold	5,900	–	–	0.01%	169
2019 Q1	$305K	Sell	5,900 -6,300	-52%	-$326K	0.01%	176
2018 Q4	$536K	Hold	12,200	–	–	0.02%	145
2018 Q3	$532K	Hold	12,200	–	–	0.02%	155
2018 Q2	$565K	Hold	12,200	–	–	0.02%	149
2018 Q1	$544K	Hold	12,200	–	–	0.02%	147
2017 Q4	$587K	Hold	12,200	–	–	0.02%	142
2017 Q3	$600K	Hold	12,200	–	–	0.02%	146
2017 Q2	$584K	Hold	12,200	–	–	0.02%	147
2017 Q1	$608K	Hold	12,200	–	–	0.02%	140
2016 Q4	$600K	Hold	12,200	–	–	0.02%	141
2016 Q3	$626K	Sell	12,200 -6,125	-33%	-$314K	0.02%	149
2016 Q2	$983K	Hold	18,325	–	–	0.03%	147
2016 Q1	$948K	Hold	18,325	–	–	0.03%	149
2015 Q4	$858K	Sell	18,325 -400	-2%	-$18.7K	0.03%	158
2015 Q3	$837K	Sell	18,725 -1,300	-6%	-$58.1K	0.03%	179
2015 Q2	$839K	Sell	20,025 -2,600	-11%	-$109K	0.02%	193
2015 Q1	$1M	Sell	22,625 -600	-3%	-$26.6K	0.03%	174
2014 Q4	$1.14M	Sell	23,225 -22,350	-49%	-$1.1M	0.03%	167
2014 Q3	$1.99M	Buy	45,575 +147	+0.3%	+$6.42K	0.05%	124
2014 Q2	$2.06M	Sell	45,428 -800	-2%	-$36.3K	0.05%	122
2014 Q1	$2.03M	Sell	46,228 -15,497	-25%	-$681K	0.05%	121
2013 Q4	$2.54M	Sell	61,725 -300	-0.5%	-$12.3K	0.06%	106
2013 Q3	$2.56M	Buy	62,025 +100	+0.2%	+$4.12K	0.07%	102
2013 Q2	$2.73M	Buy	+61,925	New	+$2.73M	0.07%	97