Berkshire Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $237K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $370K | Buy |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $1.54M | Sell |
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|
2014
Q2 | $1.65M | Buy |
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|
2014
Q1 | $1.59M | Sell |
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|
2013
Q4 | $1.49M | Sell |
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|
2013
Q3 | $1.61M | Buy |
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|
2013
Q2 | $1.71M | Buy |
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