Baltimore-Washington Financial Advisors’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 | $9.77M | Buy |
106,443
+16,913
| +19% | +$1.55M | 0.46% | 66 |
|
|
2025
Q1 | $8.23M | Buy |
89,530
+3,906
| +5% | +$359K | 0.44% | 68 |
|
|
2024
Q4 | $7.05M | Buy |
85,624
+3,029
| +4% | +$249K | 0.36% | 73 |
|
|
2024
Q3 | $7.45M | Buy |
82,595
+2,023
| +3% | +$182K | 0.4% | 70 |
|
|
2024
Q2 | $6.25M | Buy |
80,572
+1,411
| +2% | +$109K | 0.36% | 72 |
|
|
2024
Q1 | $5.68M | Buy |
79,161
+4,403
| +6% | +$316K | 0.35% | 75 |
|
|
2023
Q4 | $5.24M | Buy |
74,758
+3,128
| +4% | +$219K | 0.36% | 77 |
|
|
2023
Q3 | $4.64M | Buy |
+71,630
| New | +$4.64M | 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% | +$9.71K | 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 | +$22K | 0.01% | 134 |
|