Bell Investment Advisors’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 | $27.5K | Buy |
299
+40
| +15% | +$3.67K | ﹤0.01% | 344 |
|
|
2025
Q1 | $23.8K | Buy |
259
+1
| +0.4% | +$92 | ﹤0.01% | 343 |
|
|
2024
Q4 | $21.2K | Sell |
258
-206
| -44% | -$17K | ﹤0.01% | 370 |
|
|
2024
Q3 | $41.8K | Buy |
464
+14
| +3% | +$1.26K | 0.01% | 250 |
|
|
2024
Q2 | $34.9K | Sell |
450
-6
| -1% | -$465 | 0.01% | 272 |
|
|
2024
Q1 | $32.7K | Sell |
456
-8
| -2% | -$574 | 0.01% | 277 |
|
|
2023
Q4 | $32.5K | Sell |
464
-62
| -12% | -$4.35K | 0.01% | 255 |
|
|
2023
Q3 | $34K | Sell |
526
-20
| -4% | -$1.29K | 0.01% | 221 |
|
|
2023
Q2 | $38.4K | Buy |
546
+59
| +12% | +$4.15K | 0.01% | 199 |
|
|
2023
Q1 | $33.9K | Buy |
487
+66
| +16% | +$4.59K | 0.01% | 214 |
|
|
2022
Q4 | $30.1K | Buy |
421
+236
| +128% | +$16.9K | 0.01% | 232 |
|
|
2022
Q3 | $13K | Sell |
185
-10
| -5% | -$703 | ﹤0.01% | 356 |
|
|
2022
Q2 | $14K | Buy |
+195
| New | +$14K | ﹤0.01% | 351 |
|
|
2021
Q4 | $8K | Buy |
119
+32
| +37% | +$2.15K | ﹤0.01% | 573 |
|
|
2021
Q3 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 735 |
|