Berkeley Capital Partners’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 | $1.28M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $990K | Sell |
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|
2023
Q4 | $970K | Sell |
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|
2023
Q3 | $938K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $998K | Buy |
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|
2022
Q3 | $918K | Sell |
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|
2022
Q2 | $971K | Buy |
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|
2022
Q1 | $893K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $904K | Buy |
|
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|
2018
Q1 | $754K | Buy |
|
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|
2017
Q4 | $789K | Sell |
|
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|
2017
Q3 | $820K | Buy |
|
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|
2017
Q2 | $790K | Sell |
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|
2017
Q1 | $854K | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.49M | Buy |
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|
2016
Q1 | $1.4M | Buy |
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|
2015
Q4 | $899K | Buy |
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