Bell Investment Advisors’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
Q2 | $27.5K | Buy |
|
|||||
|
2025
Q1 | $23.8K | Buy |
|
|||||
|
2024
Q4 | $21.2K | Sell |
|
|||||
|
2024
Q3 | $41.8K | Buy |
|
|||||
|
2024
Q2 | $34.9K | Sell |
|
|||||
|
2024
Q1 | $32.7K | Sell |
|
|||||
|
2023
Q4 | $32.5K | Sell |
|
|||||
|
2023
Q3 | $34K | Sell |
|
|||||
|
2023
Q2 | $38.4K | Buy |
|
|||||
|
2023
Q1 | $33.9K | Buy |
|
|||||
|
2022
Q4 | $30.1K | Buy |
|
|||||
|
2022
Q3 | $13K | Sell |
|
|||||
|
2022
Q2 | $14K | Buy |
|
|||||
|
2021
Q4 | $8K | Buy |
|
|||||
|
2021
Q3 | $5K | Buy |
|