Bank Julius Baer & Co’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 | $28.1M | Buy |
305,808
+42,043
| +16% | +$3.86M | 0.08% | 122 |
|
|
2025
Q1 | $26M | Buy |
263,765
+225,765
| +594% | +$22.3M | 0.09% | 126 |
|
|
2024
Q4 | $3.13M | Buy |
+38,000
| New | +$3.13M | 0.01% | 258 |
|
|
2021
Q1 | – | Sell |
-1,188
| Closed | -$73K | – | 889 |
|
|
2020
Q4 | $73K | Buy |
+1,188
| New | +$73K | ﹤0.01% | 657 |
|