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
2026 Q1	$12.7M	Buy	131,505 +8,689	+7%	+$804K	0.55%	55
2025 Q4	$10.7M	Buy	122,816 +9,356	+8%	+$854K	0.45%	61
2025 Q3	$10.8M	Buy	113,460 +7,017	+7%	+$655K	0.46%	60
2025 Q2	$9.77M	Buy	106,443 +16,913	+19%	+$1.52M	0.46%	66
2025 Q1	$8.23M	Buy	89,530 +3,906	+5%	+$338K	0.44%	68
2024 Q4	$7.05M	Buy	85,624 +3,029	+4%	+$266K	0.36%	73
2024 Q3	$7.45M	Buy	82,595 +2,023	+3%	+$173K	0.4%	70
2024 Q2	$6.25M	Buy	80,572 +1,411	+2%	+$107K	0.36%	72
2024 Q1	$5.68M	Buy	79,161 +4,403	+6%	+$304K	0.35%	75
2023 Q4	$5.24M	Buy	74,758 +3,128	+4%	+$215K	0.36%	77
2023 Q3	$4.64M	Buy	+71,630	New	+$4.97M	0.38%	75
2015 Q4	–	Sell	-700	Closed	-$31K	–	231
2015 Q3	$31K	Hold	700	–	–	0.01%	149
2015 Q2	$29K	Hold	700	–	–	0.01%	152
2015 Q1	$31K	Hold	700	–	–	0.01%	163
2014 Q4	$34K	Buy	700 +200	+40%	+$9.45K	0.01%	147
2014 Q3	$22K	Hold	500	–	–	0.01%	173
2014 Q2	$23K	Hold	500	–	–	0.01%	206
2014 Q1	$22K	Hold	500	–	–	0.01%	175
2013 Q4	$21K	Hold	500	–	–	0.01%	203
2013 Q3	$21K	Hold	500	–	–	0.01%	151
2013 Q2	$22K	Buy	+500	New	+$23K	0.01%	134