Barrett & Company’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 | $136K | Hold |
1,486
| – | – | 0.05% | 177 |
|
|
2025
Q1 | $137K | Hold |
1,486
| – | – | 0.06% | 165 |
|
|
2024
Q4 | $122K | Hold |
1,486
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $134K | Buy |
1,486
+770
| +108% | +$69.4K | 0.06% | 167 |
|
|
2024
Q2 | $55.5K | Sell |
716
-50
| -7% | -$3.88K | 0.03% | 255 |
|
|
2024
Q1 | $55K | Hold |
766
| – | – | 0.03% | 260 |
|
|
2023
Q4 | $53.7K | Sell |
766
-250
| -25% | -$17.5K | 0.03% | 245 |
|
|
2023
Q3 | $65.8K | Hold |
1,016
| – | – | 0.04% | 223 |
|
|
2023
Q2 | $71.4K | Buy |
1,016
+800
| +370% | +$56.2K | 0.04% | 221 |
|
|
2023
Q1 | $15K | Buy |
216
+150
| +227% | +$10.4K | 0.01% | 354 |
|
|
2022
Q4 | $4.71K | Hold |
66
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $4.71K | Buy |
+66
| New | +$4.71K | ﹤0.01% | 453 |
|