Beacon Financial Group Southern CO Transaction History

Beacon Financial Group

$886 Million
Q4 2024

A detailed history of Beacon Financial Group transactions in Southern CO stock. As of the latest transaction made, Beacon Financial Group holds 8,104 shares of SO stock, worth $693,540. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,104

Previous 8,135 0.38%

Holding current value

$693,540

Previous $733,000 9.0%

% of portfolio

0.08%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$81.5 - $94.15 $2,526 - $2,918	-31 Reduced 0.38%	8,104 $667,000
Q3 2024 Nov 12, 2024	SELL	$77.0 - $90.52 $9,086 - $10,681	-118 Reduced 1.43%	8,135 $733,000
Q2 2024 Aug 06, 2024	BUY	$67.77 - $80.71 $8,606 - $10,250	127 Added 1.56%	8,253 $640,000
Q3 2023 Oct 16, 2023	SELL	$64.72 - $73.09 $4,530 - $5,116	-70 Reduced 0.85%	8,126 $550,000
Q2 2023 Jul 20, 2023	BUY	$68.97 - $75.66 $4,827 - $5,296	70 Added 0.86%	8,196 $567,000
Q2 2022 Jul 19, 2022	SELL	$65.39 - $76.51 $6,604 - $7,727	-101 Reduced 1.23%	8,126 $565,000
Q1 2022 Apr 08, 2022	BUY	$62.84 - $72.51 $6,346 - $7,323	101 Added 1.24%	8,227 $601,000
Q4 2021 Jan 07, 2022	SELL	$61.1 - $68.58 $6,110 - $6,858	-100 Reduced 1.22%	8,126 $554,000
Q2 2021 Jul 26, 2021	SELL	$60.46 - $66.42 $43,652 - $47,955	-722 Reduced 8.07%	8,226 $518,000
Q4 2020 Jan 15, 2021	SELL	$54.62 - $64.17 $87,392 - $102,672	-1,600 Reduced 15.17%	8,948 $532,000
Q3 2020 Oct 13, 2020	BUY	$51.56 - $55.78 $15,468 - $16,734	300 Added 2.93%	10,548 $572,000
Q2 2020 Aug 05, 2020	SELL	$50.14 - $60.33 $33,694 - $40,541	-672 Reduced 6.15%	10,248 $528,000
Q1 2020 Jun 29, 2020	SELL	$43.23 - $70.85 $2.69 Million - $4.42 Million	-62,336 Reduced 85.09%	10,920 $633,000
Q4 2019 Jan 17, 2020	SELL	$60.33 - $63.86 $65,277 - $69,096	-1,082 Reduced 1.46%	73,256 $4.67 Million
Q3 2019 Oct 15, 2019	SELL	$54.84 - $61.98 $2.13 Million - $2.41 Million	-38,888 Reduced 34.35%	74,338 $4.59 Million
Q2 2019 Jul 15, 2019	SELL	$51.2 - $56.28 $31,744 - $34,893	-620 Reduced 0.54%	113,226 $6.26 Million
Q1 2019 Apr 18, 2019	SELL	$43.72 - $52.53 $351,290 - $422,078	-8,035 Reduced 6.59%	113,846 $5.88 Million
Q4 2018 Jan 16, 2019	SELL	$42.79 - $47.56 $30,594 - $34,005	-715 Reduced 0.58%	121,881 $5.36 Million
Q3 2018 Oct 10, 2018	SELL	$42.66 - $49.08 $183,608 - $211,240	-4,304 Reduced 3.39%	122,596 $5.35 Million
Q2 2018 Jul 11, 2018	SELL	$42.73 - $46.6 $22,390 - $24,418	-524 Reduced 0.41%	126,900 $5.88 Million
Q1 2018 Apr 06, 2018	SELL	$42.92 - $47.2 $2.49 Million - $2.73 Million	-57,944 Reduced 31.26%	127,424 $5.69 Million
Q4 2017 Jan 03, 2018	SELL	$48.05 - $53.25 $348,939 - $386,701	-7,262 Reduced 3.77%	185,368 $8.91 Million
Q3 2017 Oct 03, 2017	BUY	$47.92 - $50.64 $9.23 Million - $9.75 Million	192,630	192,630 $9.47 Million

Others Institutions Holding SO

# of Institutions

2,314

Shares Held

717M

Call Options Held

4.18M

Put Options Held

3.48M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $93.2B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

More about SO

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Beacon Financial Group Southern CO Transaction History