BEI
Benjamin Edwards Inc’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
150,078
-354
| -0.2% | -$32.5K | 0.18% | 132 |
|
|
2025
Q1 | $13.8M | Sell |
150,432
-5,754
| -4% | -$529K | 0.19% | 125 |
|
|
2024
Q4 | $12.9M | Buy |
156,186
+3,511
| +2% | +$289K | 0.18% | 137 |
|
|
2024
Q3 | $13.8M | Buy |
152,675
+145,667
| +2,079% | +$13.1M | 0.2% | 129 |
|
|
2024
Q2 | $544K | Buy |
7,008
+3,768
| +116% | +$292K | 0.1% | 201 |
|
|
2024
Q1 | $232K | Sell |
3,240
-2,843
| -47% | -$204K | 0.05% | 318 |
|
|
2023
Q4 | $427K | Sell |
6,083
-181
| -3% | -$12.7K | 0.09% | 217 |
|
|
2023
Q3 | $405K | Sell |
6,264
-306
| -5% | -$19.8K | 0.1% | 200 |
|
|
2023
Q2 | $462K | Sell |
6,570
-2,236
| -25% | -$157K | 0.11% | 184 |
|
|
2023
Q1 | $613K | Sell |
8,806
-32,293
| -79% | -$2.25M | 0.15% | 166 |
|
|
2022
Q4 | $2.94M | Buy |
41,099
+996
| +2% | +$71.1K | 0.77% | 35 |
|
|
2022
Q3 | $2.73M | Buy |
40,103
+35,018
| +689% | +$2.38M | 0.82% | 33 |
|
|
2022
Q2 | $363K | Buy |
5,085
+592
| +13% | +$42.3K | 0.11% | 194 |
|
|
2022
Q1 | $326K | Buy |
4,493
+1,071
| +31% | +$77.7K | 0.09% | 215 |
|
|
2021
Q4 | $235K | Buy |
3,422
+2,351
| +220% | +$161K | 0.08% | 242 |
|
|
2021
Q3 | $66K | Buy |
+1,071
| New | +$66K | 0.04% | 269 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$1K | – | 320 |
|
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 272 |
|