Bedell Frazier Investment Counselling’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 | $953K | Hold |
10,375
| – | – | 0.24% | 62 |
|
|
2025
Q1 | $954K | Hold |
10,375
| – | – | 0.24% | 60 |
|
|
2024
Q4 | $854K | Sell |
10,375
-15
| -0.1% | -$1.24K | 0.21% | 66 |
|
|
2024
Q3 | $937K | Hold |
10,390
| – | – | 0.22% | 63 |
|
|
2024
Q2 | $806K | Sell |
10,390
-211
| -2% | -$16.4K | 0.19% | 66 |
|
|
2024
Q1 | $761K | Sell |
10,601
-502
| -5% | -$36K | 0.19% | 67 |
|
|
2023
Q4 | $779K | Sell |
11,103
-641
| -5% | -$44.9K | 0.21% | 57 |
|
|
2023
Q3 | $760K | Hold |
11,744
| – | – | 0.23% | 58 |
|
|
2023
Q2 | $825K | Sell |
11,744
-800
| -6% | -$56.2K | 0.24% | 57 |
|
|
2023
Q1 | $873K | Buy |
12,544
+50
| +0.4% | +$3.48K | 0.26% | 53 |
|
|
2022
Q4 | $892K | Sell |
12,494
-145
| -1% | -$10.4K | 0.23% | 62 |
|
|
2022
Q3 | $859K | Buy |
+12,639
| New | +$859K | 0.24% | 57 |
|
|
2016
Q4 | – | Sell |
-6,039
| Closed | -$310K | – | 56 |
|
|
2016
Q3 | $310K | Buy |
+6,039
| New | +$310K | 0.13% | 43 |
|
|
2016
Q2 | – | Sell |
-6,039
| Closed | -$312K | – | 51 |
|
|
2016
Q1 | $312K | Hold |
6,039
| – | – | 0.16% | 38 |
|
|
2015
Q4 | $283K | Hold |
6,039
| – | – | 0.14% | 43 |
|
|
2015
Q3 | $270K | Hold |
6,039
| – | – | 0.16% | 47 |
|
|
2015
Q2 | $253K | Hold |
6,039
| – | – | 0.1% | 64 |
|
|
2015
Q1 | $267K | Buy |
+6,039
| New | +$267K | 0.11% | 70 |
|