BIM
Baldwin Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
13,328
-130
| -1% | -$11.9K | 0.15% | 90 |
|
|
2025
Q1 | $1.24M | Buy |
13,458
+931
| +7% | +$85.6K | 0.15% | 86 |
|
|
2024
Q4 | $1.03M | Buy |
12,527
+458
| +4% | +$37.7K | 0.13% | 99 |
|
|
2024
Q3 | $1.09M | Sell |
12,069
-401
| -3% | -$36.2K | 0.14% | 103 |
|
|
2024
Q2 | $967K | Buy |
12,470
+2,995
| +32% | +$232K | 0.13% | 108 |
|
|
2024
Q1 | $680K | Buy |
9,475
+675
| +8% | +$48.4K | 0.09% | 133 |
|
|
2023
Q4 | $617K | Buy |
8,800
+1,325
| +18% | +$92.9K | 0.1% | 123 |
|
|
2023
Q3 | $484K | Sell |
7,475
-300
| -4% | -$19.4K | 0.08% | 135 |
|
|
2023
Q2 | $546K | Sell |
7,775
-200
| -3% | -$14.1K | 0.09% | 133 |
|
|
2023
Q1 | $555K | Buy |
7,975
+1,700
| +27% | +$118K | 0.1% | 131 |
|
|
2022
Q4 | $448K | Buy |
6,275
+1,475
| +31% | +$105K | 0.08% | 142 |
|
|
2022
Q3 | $326 | Sell |
4,800
-350
| -7% | -$24 | 0.07% | 161 |
|
|
2022
Q2 | $367 | Sell |
5,150
-1,315
| -20% | -$94 | 0.07% | 168 |
|
|
2022
Q1 | $469 | Hold |
6,465
| – | – | 0.07% | 161 |
|
|
2021
Q4 | $443 | Buy |
6,465
+1,615
| +33% | +$111 | 0.07% | 175 |
|
|
2021
Q3 | $301K | Buy |
4,850
+650
| +15% | +$40.3K | 0.05% | 198 |
|
|
2021
Q2 | $254K | Buy |
+4,200
| New | +$254K | 0.04% | 220 |
|