Baker Avenue Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Buy |
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|
2025
Q2 | $683K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $41.8K | Sell |
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|
2023
Q2 | $53.5K | Buy |
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|
2023
Q1 | $30.1K | Sell |
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|
2022
Q4 | $36.5K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.39M | Buy |
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|
2013
Q4 | $1.72M | Buy |
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|
2013
Q3 | $1.39M | Buy |
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|
2013
Q2 | $1.36M | Buy |
|