Bedel Financial Consulting’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 | $375K | Hold |
4,080
| – | – | 0.05% | 187 |
|
|
2025
Q1 | $372K | Hold |
4,080
| – | – | 0.05% | 173 |
|
|
2024
Q4 | $342K | Sell |
4,080
-23
| -0.6% | -$1.93K | 0.05% | 198 |
|
|
2024
Q3 | $370K | Sell |
4,103
-557
| -12% | -$50.2K | 0.05% | 178 |
|
|
2024
Q2 | $361K | Hold |
4,660
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $334K | Hold |
4,660
| – | – | 0.05% | 180 |
|
|
2023
Q4 | $327K | Buy |
4,660
+131
| +3% | +$9.19K | 0.06% | 175 |
|
|
2023
Q3 | $293K | Hold |
4,529
| – | – | 0.06% | 179 |
|
|
2023
Q2 | $318K | Hold |
4,529
| – | – | 0.07% | 170 |
|
|
2023
Q1 | $315K | Hold |
4,529
| – | – | 0.08% | 159 |
|
|
2022
Q4 | $323K | Sell |
4,529
-850
| -16% | -$60.7K | 0.08% | 155 |
|
|
2022
Q3 | $341K | Sell |
5,379
-500
| -9% | -$31.7K | 0.09% | 144 |
|
|
2022
Q2 | $419K | Buy |
5,879
+1,183
| +25% | +$84.3K | 0.12% | 117 |
|
|
2022
Q1 | $340K | Sell |
4,696
-44
| -0.9% | -$3.19K | 0.11% | 131 |
|
|
2021
Q4 | $325K | Buy |
4,740
+44
| +0.9% | +$3.02K | 0.1% | 141 |
|
|
2021
Q3 | $291K | Hold |
4,696
| – | – | 0.1% | 139 |
|
|
2021
Q2 | $284K | Hold |
4,696
| – | – | 0.1% | 150 |
|
|
2021
Q1 | $292K | Buy |
4,696
+173
| +4% | +$10.8K | 0.11% | 137 |
|
|
2020
Q4 | $278K | Hold |
4,523
| – | – | 0.12% | 119 |
|
|
2020
Q3 | $245K | Hold |
4,523
| – | – | 0.12% | 118 |
|
|
2020
Q2 | $235K | Sell |
4,523
-530
| -10% | -$27.5K | 0.13% | 112 |
|
|
2020
Q1 | $274K | Buy |
5,053
+530
| +12% | +$28.7K | 0.18% | 85 |
|
|
2019
Q4 | $288K | Hold |
4,523
| – | – | 0.16% | 104 |
|
|
2019
Q3 | $279K | Hold |
4,523
| – | – | 0.17% | 109 |
|
|
2019
Q2 | $250K | Sell |
4,523
-240
| -5% | -$13.3K | 0.15% | 117 |
|
|
2019
Q1 | $246K | Buy |
4,763
+3
| +0.1% | +$155 | 0.16% | 112 |
|
|
2018
Q4 | $209K | Buy |
4,760
+3
| +0.1% | +$132 | 0.15% | 117 |
|
|
2018
Q3 | $211K | Buy |
4,757
+3
| +0.1% | +$133 | 0.14% | 128 |
|
|
2018
Q2 | $220K | Buy |
4,754
+853
| +22% | +$39.5K | 0.16% | 123 |
|
|
2018
Q1 | $174K | Buy |
+3,901
| New | +$174K | 0.13% | 148 |
|