BCM
Barometer Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,640
| Closed | -$2.14M | – | 182 |
|
|
2024
Q4 | $2.14M | Sell |
27,640
-11,190
| -29% | -$868K | 0.86% | 27 |
|
|
2024
Q3 | $3.5M | Buy |
38,830
+11,190
| +40% | +$1.01M | 1.01% | 31 |
|
|
2024
Q2 | $2.14M | Buy |
+27,640
| New | +$2.14M | 0.83% | 32 |
|
|
2022
Q4 | – | Sell |
-93,450
| Closed | -$6.35M | – | 142 |
|
|
2022
Q3 | $6.35M | Buy |
+93,450
| New | +$6.35M | 2.62% | 14 |
|