Bell Bank’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 | $9.61M | Sell |
104,638
-20,435
| -16% | -$1.88M | 0.45% | 31 |
|
|
2025
Q1 | $11.5M | Buy |
125,073
+3,261
| +3% | +$300K | 0.62% | 24 |
|
|
2024
Q4 | $10M | Buy |
121,812
+13,113
| +12% | +$1.08M | 0.75% | 21 |
|
|
2024
Q3 | $9.8M | Sell |
108,699
-18,458
| -15% | -$1.66M | 1.16% | 16 |
|
|
2024
Q2 | $9.86M | Sell |
127,157
-2,789
| -2% | -$216K | 0.83% | 16 |
|
|
2024
Q1 | $9.32M | Buy |
129,946
+3,502
| +3% | +$251K | 0.8% | 20 |
|
|
2023
Q4 | $8.87M | Buy |
126,444
+86
| +0.1% | +$6.03K | 0.85% | 21 |
|
|
2023
Q3 | $8.18M | Sell |
126,358
-821
| -0.6% | -$53.1K | 0.9% | 22 |
|
|
2023
Q2 | $8.93M | Sell |
127,179
-8,409
| -6% | -$591K | 0.95% | 16 |
|
|
2023
Q1 | $9.43M | Buy |
135,588
+10,194
| +8% | +$709K | 1% | 15 |
|
|
2022
Q4 | $8.95M | Sell |
125,394
-7,291
| -5% | -$521K | 1.04% | 20 |
|
|
2022
Q3 | $9.02M | Buy |
132,685
+13,202
| +11% | +$898K | 1.15% | 13 |
|
|
2022
Q2 | $8.52M | Buy |
119,483
+5,766
| +5% | +$411K | 1.02% | 16 |
|
|
2022
Q1 | $8.25M | Buy |
113,717
+17,096
| +18% | +$1.24M | 0.92% | 17 |
|
|
2021
Q4 | $6.63M | Buy |
96,621
+17,346
| +22% | +$1.19M | 0.76% | 21 |
|
|
2021
Q3 | $4.91M | Buy |
79,275
+5,627
| +8% | +$349K | 0.61% | 29 |
|
|
2021
Q2 | $4.46M | Buy |
73,648
+5,262
| +8% | +$318K | 0.59% | 32 |
|
|
2021
Q1 | $4.25M | Buy |
68,386
+5,310
| +8% | +$330K | 0.61% | 27 |
|
|
2020
Q4 | $3.88M | Buy |
63,076
+12,934
| +26% | +$795K | 0.6% | 18 |
|
|
2020
Q3 | $2.72M | Sell |
50,142
-1,455
| -3% | -$78.9K | 0.48% | 32 |
|
|
2020
Q2 | $2.68M | Sell |
51,597
-7,477
| -13% | -$388K | 0.5% | 31 |
|
|
2020
Q1 | $3.2M | Buy |
59,074
+3,742
| +7% | +$203K | 0.69% | 20 |
|
|
2019
Q4 | $3.53M | Sell |
55,332
-689
| -1% | -$43.9K | 0.64% | 22 |
|
|
2019
Q3 | $3.46M | Sell |
56,021
-1,424
| -2% | -$88K | 0.66% | 20 |
|
|
2019
Q2 | $3.18M | Buy |
57,445
+53
| +0.1% | +$2.93K | 0.71% | 19 |
|
|
2019
Q1 | $2.97M | Sell |
57,392
-3,278
| -5% | -$169K | 0.79% | 23 |
|
|
2018
Q4 | $2.67M | Sell |
60,670
-43
| -0.1% | -$1.89K | 0.82% | 19 |
|
|
2018
Q3 | $2.65M | Sell |
60,713
-2,719
| -4% | -$119K | 0.81% | 21 |
|
|
2018
Q2 | $2.94M | Sell |
63,432
-401
| -0.6% | -$18.6K | 0.91% | 20 |
|
|
2018
Q1 | $2.85M | Buy |
63,833
+3,470
| +6% | +$155K | 0.91% | 22 |
|
|
2017
Q4 | $2.9M | Sell |
60,363
-12,067
| -17% | -$580K | 0.82% | 23 |
|
|
2017
Q3 | $3.56M | Buy |
72,430
+521
| +0.7% | +$25.6K | 1.04% | 22 |
|
|
2017
Q2 | $3.44M | Buy |
71,909
+1,752
| +2% | +$83.9K | 1.22% | 19 |
|
|
2017
Q1 | $3.49M | Buy |
70,157
+6,323
| +10% | +$315K | 1.3% | 19 |
|
|
2016
Q4 | $3.14M | Buy |
63,834
+2,635
| +4% | +$130K | 1.23% | 20 |
|
|
2016
Q3 | $3.14M | Buy |
61,199
+3,161
| +5% | +$162K | 1.98% | 19 |
|
|
2016
Q2 | $3.11M | Buy |
58,038
+3,835
| +7% | +$206K | 1.79% | 23 |
|
|
2016
Q1 | $2.8M | Buy |
54,203
+1,060
| +2% | +$54.8K | 1.83% | 24 |
|
|
2015
Q4 | $2.49M | Buy |
53,143
+26,927
| +103% | +$1.26M | 1.78% | 17 |
|
|
2015
Q3 | $1.17M | Buy |
26,216
+1,785
| +7% | +$79.8K | 0.93% | 28 |
|
|
2015
Q2 | $1.02M | Sell |
24,431
-746
| -3% | -$31.3K | 0.76% | 39 |
|
|
2015
Q1 | $1.12M | Buy |
25,177
+1,118
| +5% | +$49.5K | 0.78% | 38 |
|
|
2014
Q4 | $1.18M | Buy |
24,059
+10
| +0% | +$491 | 0.81% | 30 |
|
|
2014
Q3 | $1.05M | Buy |
24,049
+425
| +2% | +$18.6K | 0.75% | 32 |
|
|
2014
Q2 | $1.07M | Buy |
23,624
+852
| +4% | +$38.7K | 0.75% | 30 |
|
|
2014
Q1 | $1M | Sell |
22,772
-1,582
| -6% | -$69.5K | 0.67% | 36 |
|
|
2013
Q4 | $1M | Sell |
24,354
-2,000
| -8% | -$82.2K | 0.52% | 65 |
|
|
2013
Q3 | $1.09M | Buy |
26,354
+1,576
| +6% | +$64.9K | 0.38% | 106 |
|
|
2013
Q2 | $1.09M | Buy |
+24,778
| New | +$1.09M | 0.38% | 108 |
|