Bay Harbor Wealth Management’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 | $3.12K | Buy |
34
+15
| +79% | +$1.38K | ﹤0.01% | 226 |
|
|
2025
Q1 | $1.75K | Buy |
+19
| New | +$1.75K | ﹤0.01% | 206 |
|
|
2021
Q4 | – | Sell |
-71
| Closed | -$4K | – | 202 |
|
|
2021
Q3 | $4K | Sell |
71
-314
| -82% | -$17.7K | ﹤0.01% | 164 |
|
|
2021
Q2 | $23K | Sell |
385
-584
| -60% | -$34.9K | 0.01% | 154 |
|
|
2021
Q1 | $60K | Sell |
969
-620
| -39% | -$38.4K | 0.03% | 132 |
|
|
2020
Q4 | $98K | Sell |
1,589
-1,024
| -39% | -$63.2K | 0.04% | 103 |
|
|
2020
Q3 | $142K | Sell |
2,613
-1,329
| -34% | -$72.2K | 0.07% | 98 |
|
|
2020
Q2 | $204K | Buy |
3,942
+1,130
| +40% | +$58.5K | 0.11% | 90 |
|
|
2020
Q1 | $152K | Sell |
2,812
-773
| -22% | -$41.8K | 0.09% | 92 |
|
|
2019
Q4 | $228K | Sell |
3,585
-901
| -20% | -$57.3K | 0.12% | 89 |
|
|
2019
Q3 | $278K | Sell |
4,486
-1,495
| -25% | -$92.6K | 0.17% | 76 |
|
|
2019
Q2 | $331K | Sell |
5,981
-306
| -5% | -$16.9K | 0.21% | 71 |
|
|
2019
Q1 | $325K | Buy |
6,287
+557
| +10% | +$28.8K | 0.22% | 71 |
|
|
2018
Q4 | $252K | Buy |
+5,730
| New | +$252K | 0.2% | 76 |
|