Ballentine 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 | $826K | Buy |
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|
2025
Q2 | $674K | Buy |
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|
2025
Q1 | $633K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $754K | Buy |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $236K | Buy |
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