Baker Avenue Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
7,436
+1,025
| +16% | +$94.1K | 0.02% | 272 |
|
|
2025
Q1 | $589K | Sell |
6,411
-1,791
| -22% | -$165K | 0.02% | 280 |
|
|
2024
Q4 | $675K | Buy |
8,202
+166
| +2% | +$13.7K | 0.02% | 264 |
|
|
2024
Q3 | $725K | Buy |
+8,036
| New | +$725K | 0.02% | 254 |
|
|
2023
Q4 | – | Sell |
-646
| Closed | -$41.8K | – | 1295 |
|
|
2023
Q3 | $41.8K | Sell |
646
-115
| -15% | -$7.44K | ﹤0.01% | 541 |
|
|
2023
Q2 | $53.5K | Buy |
761
+328
| +76% | +$23K | ﹤0.01% | 513 |
|
|
2023
Q1 | $30.1K | Sell |
433
-78
| -15% | -$5.43K | ﹤0.01% | 600 |
|
|
2022
Q4 | $36.5K | Buy |
+511
| New | +$36.5K | ﹤0.01% | 536 |
|
|
2014
Q2 | – | Sell |
-54,458
| Closed | -$2.39M | – | 303 |
|
|
2014
Q1 | $2.39M | Buy |
54,458
+12,520
| +30% | +$550K | 0.4% | 83 |
|
|
2013
Q4 | $1.72M | Buy |
41,938
+8,140
| +24% | +$335K | 0.33% | 75 |
|
|
2013
Q3 | $1.39M | Buy |
33,798
+2,868
| +9% | +$118K | 0.29% | 81 |
|
|
2013
Q2 | $1.37M | Buy |
+30,930
| New | +$1.37M | 0.34% | 82 |
|