Berkshire Bank’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
$268K Sell
2,915
-203
-7% -$18.6K 0.06% 136
2025
Q1
$287K Buy
3,118
+166
+6% +$15.3K 0.07% 132
2024
Q4
$243K Buy
2,952
+185
+7% +$15.2K 0.06% 142
2024
Q3
$250K Buy
+2,767
New +$250K 0.06% 140