Bessemer Group’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 | $2.07M | Sell |
22,528
-1,780
| -7% | -$163K | ﹤0.01% | 469 |
|
2025
Q1 | $2.24M | Sell |
24,308
-22,193
| -48% | -$2.04M | ﹤0.01% | 453 |
|
2024
Q4 | $3.83M | Buy |
46,501
+766
| +2% | +$63K | 0.01% | 478 |
|
2024
Q3 | $4.12M | Buy |
45,735
+848
| +2% | +$76.5K | 0.01% | 476 |
|
2024
Q2 | $3.48M | Buy |
44,887
+647
| +1% | +$50.2K | 0.01% | 418 |
|
2024
Q1 | $3.17M | Buy |
44,240
+31,292
| +242% | +$2.24M | 0.01% | 446 |
|
2023
Q4 | $908K | Buy |
12,948
+2,853
| +28% | +$200K | ﹤0.01% | 680 |
|
2023
Q3 | $654K | Sell |
10,095
-3,022
| -23% | -$196K | ﹤0.01% | 729 |
|
2023
Q2 | $921K | Buy |
13,117
+2,914
| +29% | +$205K | ﹤0.01% | 665 |
|
2023
Q1 | $709K | Sell |
10,203
-2,297
| -18% | -$160K | ﹤0.01% | 658 |
|
2022
Q4 | $893K | Sell |
12,500
-3,147
| -20% | -$225K | ﹤0.01% | 604 |
|
2022
Q3 | $1.06M | Sell |
15,647
-573
| -4% | -$39K | ﹤0.01% | 567 |
|
2022
Q2 | $1.16M | Buy |
16,220
+1,537
| +10% | +$110K | ﹤0.01% | 546 |
|
2022
Q1 | $1.06M | Sell |
14,683
-2,704
| -16% | -$196K | ﹤0.01% | 469 |
|
2021
Q4 | $1.19M | Buy |
17,387
+906
| +5% | +$62.2K | ﹤0.01% | 429 |
|
2021
Q3 | $1.02M | Buy |
16,481
+8,300
| +101% | +$515K | ﹤0.01% | 409 |
|
2021
Q2 | $495K | Buy |
8,181
+2,218
| +37% | +$134K | ﹤0.01% | 578 |
|
2021
Q1 | $371K | Sell |
5,963
-3,996
| -40% | -$249K | ﹤0.01% | 614 |
|
2020
Q4 | $610K | Sell |
9,959
-2,344
| -19% | -$144K | ﹤0.01% | 484 |
|
2020
Q3 | $667K | Sell |
12,303
-249,093
| -95% | -$13.5M | ﹤0.01% | 469 |
|
2020
Q2 | $13.6M | Buy |
261,396
+22,371
| +9% | +$1.16M | 0.04% | 217 |
|
2020
Q1 | $12.9M | Buy |
239,025
+227,080
| +1,901% | +$12.3M | 0.05% | 207 |
|
2019
Q4 | $761K | Buy |
11,945
+400
| +3% | +$25.5K | ﹤0.01% | 812 |
|
2019
Q3 | $713K | Sell |
11,545
-370
| -3% | -$22.9K | ﹤0.01% | 781 |
|
2019
Q2 | $659K | Buy |
11,915
+822
| +7% | +$45.5K | ﹤0.01% | 808 |
|
2019
Q1 | $573K | Buy |
11,093
+1,740
| +19% | +$89.9K | ﹤0.01% | 764 |
|
2018
Q4 | $411K | Buy |
9,353
+146
| +2% | +$6.42K | ﹤0.01% | 795 |
|
2018
Q3 | $400K | Sell |
9,207
-126,539
| -93% | -$5.5M | ﹤0.01% | 815 |
|
2018
Q2 | $6.29M | Sell |
135,746
-208
| -0.2% | -$9.63K | 0.02% | 243 |
|
2018
Q1 | $6.07M | Buy |
135,954
+10,037
| +8% | +$448K | 0.02% | 259 |
|
2017
Q4 | $6.06M | Sell |
125,917
-8,298
| -6% | -$399K | 0.02% | 265 |
|
2017
Q3 | $6.6M | Buy |
134,215
+110,963
| +477% | +$5.45M | 0.03% | 251 |
|
2017
Q2 | $1.11M | Buy |
23,252
+7,705
| +50% | +$369K | ﹤0.01% | 635 |
|
2017
Q1 | $775K | Sell |
15,547
-4,324
| -22% | -$216K | ﹤0.01% | 788 |
|
2016
Q4 | $978K | Buy |
19,871
+4,792
| +32% | +$236K | ﹤0.01% | 717 |
|
2016
Q3 | $773K | Sell |
15,079
-708
| -4% | -$36.3K | ﹤0.01% | 672 |
|
2016
Q2 | $847K | Buy |
15,787
+132
| +0.8% | +$7.08K | ﹤0.01% | 480 |
|
2016
Q1 | $810K | Sell |
15,655
-565
| -3% | -$29.2K | ﹤0.01% | 489 |
|
2015
Q4 | $759K | Buy |
16,220
+1,960
| +14% | +$91.7K | ﹤0.01% | 572 |
|
2015
Q3 | $638K | Sell |
14,260
-1,393
| -9% | -$62.3K | ﹤0.01% | 629 |
|
2015
Q2 | $656K | Buy |
15,653
+397
| +3% | +$16.6K | ﹤0.01% | 606 |
|
2015
Q1 | $675K | Sell |
15,256
-1,344
| -8% | -$59.5K | ﹤0.01% | 574 |
|
2014
Q4 | $814K | Buy |
16,600
+188
| +1% | +$9.22K | ﹤0.01% | 513 |
|
2014
Q3 | $716K | Sell |
16,412
-2,500
| -13% | -$109K | ﹤0.01% | 517 |
|
2014
Q2 | $858K | Sell |
18,912
-1,091
| -5% | -$49.5K | 0.01% | 477 |
|
2014
Q1 | $878K | Sell |
20,003
-8,623
| -30% | -$378K | 0.01% | 439 |
|
2013
Q4 | $1.18M | Buy |
28,626
+18,389
| +180% | +$755K | 0.01% | 418 |
|
2013
Q3 | $420K | Sell |
10,237
-1,420
| -12% | -$58.3K | ﹤0.01% | 576 |
|
2013
Q2 | $514K | Buy |
+11,657
| New | +$514K | ﹤0.01% | 456 |
|