Bay Harbor Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.17K | Buy |
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|
2025
Q2 | $3.12K | Buy |
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|
2025
Q1 | $1.75K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $60K | Sell |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $325K | Buy |
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|
2018
Q4 | $252K | Buy |
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