Baldwin Wealth Partners’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 | $658K | Buy |
7,166
+202
| +3% | +$18.6K | 0.04% | 128 |
|
|
2025
Q1 | $640K | Hold |
6,964
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $573K | Buy |
6,964
+61
| +0.9% | +$5.02K | 0.04% | 136 |
|
|
2024
Q3 | $623K | Buy |
6,903
+3
| +0% | +$271 | 0.04% | 171 |
|
|
2024
Q2 | $535K | Hold |
6,900
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $495K | Sell |
6,900
-629
| -8% | -$45.1K | 0.04% | 151 |
|
|
2023
Q4 | $528K | Sell |
7,529
-175
| -2% | -$12.3K | 0.04% | 146 |
|
|
2023
Q3 | $499K | Sell |
7,704
-250
| -3% | -$16.2K | 0.04% | 150 |
|
|
2023
Q2 | $559K | Hold |
7,954
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $553K | Hold |
7,954
| – | – | 0.05% | 144 |
|
|
2022
Q4 | $568K | Buy |
7,954
+587
| +8% | +$41.9K | 0.05% | 144 |
|
|
2022
Q3 | $501K | Hold |
7,367
| – | – | 0.07% | 95 |
|
|
2022
Q2 | $525K | Hold |
7,367
| – | – | 0.07% | 103 |
|
|
2022
Q1 | $534K | Hold |
7,367
| – | – | 0.06% | 113 |
|
|
2021
Q4 | $505K | Buy |
7,367
+250
| +4% | +$17.1K | 0.05% | 126 |
|
|
2021
Q3 | $441K | Hold |
7,117
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $431K | Hold |
7,117
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $442K | Buy |
7,117
+217
| +3% | +$13.5K | 0.05% | 117 |
|
|
2020
Q4 | $424K | Hold |
6,900
| – | – | 0.05% | 116 |
|
|
2020
Q3 | $374K | Hold |
6,900
| – | – | 0.05% | 119 |
|
|
2020
Q2 | $358K | Hold |
6,900
| – | – | 0.05% | 117 |
|
|
2020
Q1 | $374K | Hold |
6,900
| – | – | 0.07% | 108 |
|
|
2019
Q4 | $440K | Hold |
6,900
| – | – | 0.06% | 119 |
|
|
2019
Q3 | $426K | Hold |
6,900
| – | – | 0.06% | 114 |
|
|
2019
Q2 | $381K | Hold |
6,900
| – | – | 0.06% | 146 |
|
|
2019
Q1 | $357K | Hold |
6,900
| – | – | 0.05% | 158 |
|
|
2018
Q4 | $303K | Hold |
6,900
| – | – | 0.05% | 159 |
|
|
2018
Q3 | $301K | Hold |
6,900
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $320K | Sell |
6,900
-1,000
| -13% | -$46.4K | 0.05% | 160 |
|
|
2018
Q1 | $353K | Sell |
7,900
-600
| -7% | -$26.8K | 0.06% | 152 |
|
|
2017
Q4 | $409K | Hold |
8,500
| – | – | 0.06% | 142 |
|
|
2017
Q3 | $418K | Hold |
8,500
| – | – | 0.07% | 136 |
|
|
2017
Q2 | $407K | Hold |
8,500
| – | – | 0.07% | 138 |
|
|
2017
Q1 | $423K | Sell |
8,500
-672
| -7% | -$33.4K | 0.07% | 138 |
|
|
2016
Q4 | $451K | Buy |
9,172
+300
| +3% | +$14.8K | 0.08% | 125 |
|
|
2016
Q3 | $455K | Buy |
8,872
+172
| +2% | +$8.82K | 0.08% | 129 |
|
|
2016
Q2 | $467K | Buy |
8,700
+440
| +5% | +$23.6K | 0.1% | 118 |
|
|
2016
Q1 | $427K | Buy |
8,260
+250
| +3% | +$12.9K | 0.08% | 157 |
|
|
2015
Q4 | $375K | Sell |
8,010
-60
| -0.7% | -$2.81K | 0.06% | 177 |
|
|
2015
Q3 | $361K | Hold |
8,070
| – | – | 0.06% | 180 |
|
|
2015
Q2 | $338K | Sell |
8,070
-200
| -2% | -$8.38K | 0.05% | 190 |
|
|
2015
Q1 | $366K | Sell |
8,270
-200
| -2% | -$8.85K | 0.05% | 187 |
|
|
2014
Q4 | $416K | Hold |
8,470
| – | – | 0.06% | 185 |
|
|
2014
Q3 | $370K | Buy |
+8,470
| New | +$370K | 0.05% | 195 |
|
|
2013
Q4 | – | Sell |
-15,670
| Closed | -$645K | – | 251 |
|
|
2013
Q3 | $645K | Sell |
15,670
-15,700
| -50% | -$646K | 0.12% | 145 |
|
|
2013
Q2 | $1.38M | Buy |
+31,370
| New | +$1.38M | 0.27% | 89 |
|