Bedell Frazier Investment Counselling’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 | $983K | Hold |
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|
2025
Q2 | $953K | Hold |
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|
2025
Q1 | $954K | Hold |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $937K | Hold |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $760K | Hold |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $892K | Sell |
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|
2022
Q3 | $859K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $310K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $312K | Hold |
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|
2015
Q4 | $283K | Hold |
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|
2015
Q3 | $270K | Hold |
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|
2015
Q2 | $253K | Hold |
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|
2015
Q1 | $267K | Buy |
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