Bey-Douglas LLC’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 | $484K | Buy |
5,266
+843
| +19% | +$77.4K | 0.29% | 26 |
|
|
2025
Q1 | $407K | Sell |
4,423
-7
| -0.2% | -$644 | 0.37% | 27 |
|
|
2024
Q4 | $365K | Buy |
4,430
+132
| +3% | +$10.9K | 0.31% | 26 |
|
|
2024
Q3 | $344K | Hold |
4,298
| – | – | 0.3% | 26 |
|
|
2024
Q2 | $344K | Buy |
4,298
+14
| +0.3% | +$1.12K | 0.32% | 26 |
|
|
2024
Q1 | $307K | Buy |
4,284
+4
| +0.1% | +$287 | 0.29% | 29 |
|
|
2023
Q4 | $300K | Buy |
+4,280
| New | +$300K | 0.31% | 27 |
|