Baldwin Wealth Partners’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 | $679K | Hold |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $535K | Hold |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $525K | Hold |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $431K | Hold |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $424K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $358K | Hold |
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|
2020
Q1 | $374K | Hold |
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|
2019
Q4 | $440K | Hold |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $357K | Hold |
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|
2018
Q4 | $303K | Hold |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $409K | Hold |
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|
2017
Q3 | $418K | Hold |
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|
2017
Q2 | $407K | Hold |
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|
2017
Q1 | $423K | Sell |
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|
2016
Q4 | $451K | Buy |
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|
2016
Q3 | $455K | Buy |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $427K | Buy |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $361K | Hold |
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|
2015
Q2 | $338K | Sell |
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|
2015
Q1 | $366K | Sell |
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|
2014
Q4 | $416K | Hold |
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|
2014
Q3 | $370K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $645K | Sell |
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|
2013
Q2 | $1.38M | Buy |
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