Baltimore-Washington Financial Advisors’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 | $9.77M | Buy |
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|
2025
Q1 | $8.23M | Buy |
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|
2024
Q4 | $7.05M | Buy |
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|
2024
Q3 | $7.45M | Buy |
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|
2024
Q2 | $6.25M | Buy |
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|
2024
Q1 | $5.68M | Buy |
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $4.64M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $31K | Hold |
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|
2015
Q2 | $29K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $34K | Buy |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $21K | Hold |
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|
2013
Q2 | $22K | Buy |
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