Beese Fulmer Investment 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 | $453K | Buy |
4,937
+52
| +1% | +$4.78K | 0.03% | 193 |
|
|
2025
Q1 | $449K | Hold |
4,885
| – | – | 0.04% | 165 |
|
|
2024
Q4 | $402K | Hold |
4,885
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $441K | Hold |
4,885
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $379K | Buy |
4,885
+650
| +15% | +$50.4K | 0.03% | 168 |
|
|
2024
Q1 | $304K | Sell |
4,235
-229
| -5% | -$16.4K | 0.03% | 184 |
|
|
2023
Q4 | $313K | Buy |
4,464
+29
| +0.7% | +$2.03K | 0.03% | 183 |
|
|
2023
Q3 | $287K | Hold |
4,435
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $312K | Sell |
4,435
-175
| -4% | -$12.3K | 0.03% | 174 |
|
|
2023
Q1 | $321K | Sell |
4,610
-80
| -2% | -$5.57K | 0.04% | 179 |
|
|
2022
Q4 | $335K | Sell |
4,690
-22
| -0.5% | -$1.57K | 0.04% | 174 |
|
|
2022
Q3 | $320K | Hold |
4,712
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $336K | Sell |
4,712
-353
| -7% | -$25.2K | 0.04% | 170 |
|
|
2022
Q1 | $367K | Sell |
5,065
-755
| -13% | -$54.7K | 0.04% | 171 |
|
|
2021
Q4 | $399K | Sell |
5,820
-100
| -2% | -$6.86K | 0.04% | 171 |
|
|
2021
Q3 | $367K | Sell |
5,920
-100
| -2% | -$6.2K | 0.04% | 174 |
|
|
2021
Q2 | $364K | Sell |
6,020
-145
| -2% | -$8.77K | 0.04% | 164 |
|
|
2021
Q1 | $383K | Buy |
6,165
+455
| +8% | +$28.3K | 0.05% | 157 |
|
|
2020
Q4 | $351K | Sell |
5,710
-300
| -5% | -$18.4K | 0.04% | 158 |
|
|
2020
Q3 | $326K | Hold |
6,010
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $312K | Sell |
6,010
-200
| -3% | -$10.4K | 0.05% | 149 |
|
|
2020
Q1 | $336K | Hold |
6,210
| – | – | 0.06% | 139 |
|
|
2019
Q4 | $396K | Hold |
6,210
| – | – | 0.06% | 149 |
|
|
2019
Q3 | $384K | Buy |
+6,210
| New | +$384K | 0.06% | 145 |
|