Baldwin Investment 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
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $967K | Buy |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $326 | Sell |
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|
2022
Q2 | $367 | Sell |
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|
2022
Q1 | $469 | Hold |
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|
2021
Q4 | $443 | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $254K | Buy |
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