Bellevue Asset 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 | $97.7K | Buy |
1,063
+7
| +0.7% | +$643 | 0.05% | 108 |
|
|
2025
Q1 | $97.5K | Hold |
1,056
| – | – | 0.05% | 102 |
|
|
2024
Q4 | $86.9K | Buy |
1,056
+4
| +0.4% | +$329 | 0.04% | 110 |
|
|
2024
Q3 | $94.9K | Buy |
1,052
+4
| +0.4% | +$361 | 0.05% | 104 |
|
|
2024
Q2 | $81.3K | Buy |
1,048
+3
| +0.3% | +$233 | 0.04% | 108 |
|
|
2024
Q1 | $74.9K | Buy |
1,045
+4
| +0.4% | +$287 | 0.04% | 116 |
|
|
2023
Q4 | $73K | Buy |
1,041
+4
| +0.4% | +$281 | 0.06% | 115 |
|
|
2023
Q3 | $67.2K | Sell |
1,037
-257
| -20% | -$16.6K | 0.05% | 110 |
|
|
2023
Q2 | $90.9K | Buy |
1,294
+3
| +0.2% | +$211 | 0.06% | 96 |
|
|
2023
Q1 | $89.8K | Buy |
1,291
+4
| +0.3% | +$278 | 0.06% | 99 |
|
|
2022
Q4 | $91.3K | Buy |
1,287
+2
| +0.2% | +$142 | 0.07% | 99 |
|
|
2022
Q3 | $90K | Buy |
1,285
+4
| +0.3% | +$280 | 0.07% | 103 |
|
|
2022
Q2 | $92K | Buy |
1,281
+3
| +0.2% | +$215 | 0.07% | 105 |
|
|
2022
Q1 | $93K | Buy |
1,278
+103
| +9% | +$7.5K | 0.06% | 117 |
|
|
2021
Q4 | $81K | Buy |
1,175
+3
| +0.3% | +$207 | 0.05% | 131 |
|
|
2021
Q3 | $73K | Buy |
1,172
+362
| +45% | +$22.5K | 0.04% | 147 |
|
|
2021
Q2 | $49K | Sell |
810
-166
| -17% | -$10K | 0.03% | 176 |
|
|
2021
Q1 | $61K | Buy |
976
+3
| +0.3% | +$188 | 0.04% | 158 |
|
|
2020
Q4 | $58K | Buy |
973
+3
| +0.3% | +$179 | 0.04% | 157 |
|
|
2020
Q3 | $53K | Buy |
970
+700
| +259% | +$38.2K | 0.04% | 152 |
|
|
2020
Q2 | $14K | Hold |
270
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $16K | Hold |
270
| – | – | 0.02% | 291 |
|
|
2019
Q4 | $17K | Buy |
+270
| New | +$17K | 0.01% | 268 |
|