BIP Wealth’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 | $1.01M | Sell |
11,010
-940
| -8% | -$86.3K | 0.06% | 101 |
|
|
2025
Q1 | $1.1M | Buy |
11,950
+230
| +2% | +$21.1K | 0.07% | 92 |
|
|
2024
Q4 | $965K | Buy |
11,720
+1,472
| +14% | +$121K | 0.06% | 105 |
|
|
2024
Q3 | $924K | Buy |
10,248
+2,012
| +24% | +$181K | 0.06% | 95 |
|
|
2024
Q2 | $639K | Sell |
8,236
-2,714
| -25% | -$211K | 0.05% | 103 |
|
|
2024
Q1 | $786K | Buy |
10,950
+692
| +7% | +$49.6K | 0.06% | 97 |
|
|
2023
Q4 | $719K | Buy |
10,258
+2,185
| +27% | +$153K | 0.06% | 91 |
|
|
2023
Q3 | $522K | Sell |
8,073
-2,025
| -20% | -$131K | 0.05% | 105 |
|
|
2023
Q2 | $709K | Sell |
10,098
-660
| -6% | -$46.4K | 0.06% | 89 |
|
|
2023
Q1 | $749K | Buy |
+10,758
| New | +$749K | 0.08% | 86 |
|