BFEC
Benjamin F. Edwards & Company’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.3M | Buy |
146,262
+262
| +0.2% | +$20.3K | 0.2% | 131 |
|
|
2024
Q1 | $10.5M | Buy |
146,000
+2,066
| +1% | +$148K | 0.19% | 137 |
|
|
2023
Q4 | $10.1M | Buy |
143,934
+98,068
| +214% | +$6.88M | 0.2% | 132 |
|
|
2023
Q3 | $2.97M | Sell |
45,866
-2,418
| -5% | -$156K | 0.11% | 178 |
|
|
2023
Q2 | $3.39M | Sell |
48,284
-830
| -2% | -$58.3K | 0.13% | 162 |
|
|
2023
Q1 | $3.42M | Buy |
49,114
+1,824
| +4% | +$127K | 0.14% | 149 |
|
|
2022
Q4 | $3.38M | Buy |
47,290
+1,936
| +4% | +$138K | 0.15% | 147 |
|
|
2022
Q3 | $3.08M | Sell |
45,354
-1,561
| -3% | -$106K | 0.15% | 143 |
|
|
2022
Q2 | $3.35M | Buy |
46,915
+3,852
| +9% | +$275K | 0.16% | 146 |
|
|
2022
Q1 | $3.12M | Sell |
43,063
-14,394
| -25% | -$1.04M | 0.14% | 163 |
|
|
2021
Q4 | $3.94M | Buy |
57,457
+2,711
| +5% | +$186K | 0.18% | 126 |
|
|
2021
Q3 | $3.39M | Buy |
54,746
+1,665
| +3% | +$103K | 0.17% | 137 |
|
|
2021
Q2 | $3.21M | Sell |
53,081
-1,023
| -2% | -$61.9K | 0.16% | 144 |
|
|
2021
Q1 | $3.36M | Buy |
54,104
+769
| +1% | +$47.8K | 0.18% | 135 |
|
|
2020
Q4 | $3.28M | Sell |
53,335
-919
| -2% | -$56.4K | 0.19% | 130 |
|
|
2020
Q3 | $2.94M | Buy |
54,254
+2,544
| +5% | +$138K | 0.2% | 124 |
|
|
2020
Q2 | $2.68M | Sell |
51,710
-258
| -0.5% | -$13.4K | 0.19% | 130 |
|
|
2020
Q1 | $2.81M | Buy |
51,968
+6,033
| +13% | +$327K | 0.24% | 104 |
|
|
2019
Q4 | $2.93M | Buy |
45,935
+1,346
| +3% | +$85.7K | 0.21% | 123 |
|
|
2019
Q3 | $2.75M | Buy |
44,589
+1,343
| +3% | +$82.9K | 0.22% | 118 |
|
|
2019
Q2 | $2.39M | Buy |
43,246
+1,535
| +4% | +$84.9K | 0.2% | 125 |
|
|
2019
Q1 | $2.16M | Buy |
41,711
+8,918
| +27% | +$461K | 0.2% | 125 |
|
|
2018
Q4 | $1.44M | Buy |
32,793
+3,803
| +13% | +$167K | 0.15% | 157 |
|
|
2018
Q3 | $1.26M | Sell |
28,990
-11,439
| -28% | -$499K | 0.12% | 182 |
|
|
2018
Q2 | $1.87M | Sell |
40,429
-682
| -2% | -$31.6K | 0.18% | 128 |
|
|
2018
Q1 | $1.84M | Buy |
41,111
+17,669
| +75% | +$789K | 0.19% | 124 |
|
|
2017
Q4 | $1.13M | Buy |
23,442
+1,160
| +5% | +$55.8K | 0.12% | 183 |
|
|
2017
Q3 | $1.1M | Buy |
22,282
+3,914
| +21% | +$192K | 0.13% | 166 |
|
|
2017
Q2 | $879K | Sell |
18,368
-620
| -3% | -$29.7K | 0.11% | 181 |
|
|
2017
Q1 | $945K | Buy |
18,988
+812
| +4% | +$40.4K | 0.14% | 159 |
|
|
2016
Q4 | $894K | Buy |
18,176
+555
| +3% | +$27.3K | 0.15% | 158 |
|
|
2016
Q3 | $904K | Sell |
17,621
-1,925
| -10% | -$98.8K | 0.16% | 140 |
|
|
2016
Q2 | $1.05M | Sell |
19,546
-680
| -3% | -$36.5K | 0.2% | 112 |
|
|
2016
Q1 | $1.05M | Sell |
20,226
-8,861
| -30% | -$458K | 0.22% | 103 |
|
|
2015
Q4 | $1.36M | Buy |
29,087
+1,893
| +7% | +$88.6K | 0.29% | 80 |
|
|
2015
Q3 | $1.22M | Buy |
27,194
+2,761
| +11% | +$123K | 0.27% | 86 |
|
|
2015
Q2 | $1.02M | Sell |
24,433
-13,355
| -35% | -$560K | 0.2% | 107 |
|
|
2015
Q1 | $1.67M | Sell |
37,788
-16,300
| -30% | -$722K | 0.35% | 64 |
|
|
2014
Q4 | $2.66M | Sell |
54,088
-2,336
| -4% | -$115K | 0.62% | 35 |
|
|
2014
Q3 | $2.46M | Buy |
56,424
+3,267
| +6% | +$143K | 0.61% | 36 |
|
|
2014
Q2 | $2.41M | Buy |
53,157
+26,960
| +103% | +$1.22M | 0.61% | 35 |
|
|
2014
Q1 | $1.15M | Buy |
26,197
+10,074
| +62% | +$443K | 0.32% | 67 |
|
|
2013
Q4 | $663K | Buy |
16,123
+2,006
| +14% | +$82.5K | 0.22% | 119 |
|
|
2013
Q3 | $581K | Sell |
14,117
-661
| -4% | -$27.2K | 0.22% | 127 |
|
|
2013
Q2 | $652K | Buy |
+14,778
| New | +$652K | 0.26% | 101 |
|