Bleakley Financial 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 | $3.02M | Buy |
32,851
+3,602
| +12% | +$331K | 0.08% | 224 |
|
|
2025
Q1 | $2.69M | Buy |
29,249
+3,887
| +15% | +$357K | 0.09% | 203 |
|
|
2024
Q4 | $2.09M | Buy |
25,362
+1,994
| +9% | +$164K | 0.06% | 253 |
|
|
2024
Q3 | $2.11M | Sell |
23,368
-1,943
| -8% | -$175K | 0.06% | 246 |
|
|
2024
Q2 | $1.96M | Buy |
25,311
+1,912
| +8% | +$148K | 0.06% | 282 |
|
|
2024
Q1 | $1.68M | Sell |
23,399
-953
| -4% | -$68.4K | 0.05% | 320 |
|
|
2023
Q4 | $1.71M | Sell |
24,352
-44
| -0.2% | -$3.09K | 0.05% | 307 |
|
|
2023
Q3 | $1.58M | Sell |
24,396
-7,166
| -23% | -$464K | 0.06% | 300 |
|
|
2023
Q2 | $2.22M | Buy |
31,562
+6,689
| +27% | +$470K | 0.07% | 250 |
|
|
2023
Q1 | $1.73M | Buy |
24,873
+1,933
| +8% | +$134K | 0.06% | 282 |
|
|
2022
Q4 | $1.64M | Buy |
+22,940
| New | +$1.64M | 0.06% | 293 |
|