Birchbrook’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 | $58K | Hold |
632
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $58.1K | Sell |
632
-400
| -39% | -$36.8K | 0.03% | 116 |
|
|
2024
Q4 | $85K | Buy |
1,032
+632
| +158% | +$52K | 0.05% | 98 |
|
|
2024
Q3 | $36.1K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2024
Q2 | $31K | Hold |
400
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $28.7K | Hold |
400
| – | – | 0.02% | 148 |
|
|
2023
Q4 | $28K | Buy |
+400
| New | +$28K | 0.02% | 148 |
|