BWG
Beta Wealth Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
6,527
-97
| -1% | -$8.91K | 0.22% | 60 |
|
|
2025
Q1 | $609K | Sell |
6,624
-95
| -1% | -$8.74K | 0.22% | 52 |
|
|
2024
Q4 | $553K | Buy |
6,719
+103
| +2% | +$8.48K | 0.24% | 64 |
|
|
2024
Q3 | $597K | Sell |
6,616
-200
| -3% | -$18K | 0.27% | 63 |
|
|
2024
Q2 | $529K | Buy |
6,816
+1,101
| +19% | +$85.4K | 0.25% | 65 |
|
|
2024
Q1 | $410K | Buy |
5,715
+205
| +4% | +$14.7K | 0.2% | 79 |
|
|
2023
Q4 | $386K | Sell |
5,510
-295
| -5% | -$20.7K | 0.2% | 76 |
|
|
2023
Q3 | $376K | Buy |
5,805
+205
| +4% | +$13.3K | 0.22% | 77 |
|
|
2023
Q2 | $393K | Buy |
5,600
+500
| +10% | +$35.1K | 0.23% | 72 |
|
|
2023
Q1 | $355K | Buy |
5,100
+300
| +6% | +$20.9K | 0.2% | 76 |
|
|
2022
Q4 | $343K | Buy |
+4,800
| New | +$343K | 0.23% | 72 |
|