BIP Wealth’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
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $924K | Buy |
|
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $749K | Buy |
|