Blue Fin Capital’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
Q2 | $1.25M | Buy |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $877K | Buy |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $913K | Sell |
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|
2022
Q3 | $879K | Sell |
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|
2022
Q2 | $925K | Sell |
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|
2022
Q1 | $971K | Sell |
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|
2021
Q4 | $919K | Sell |
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|
2021
Q3 | $856K | Sell |
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|
2021
Q2 | $877K | Sell |
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|
2021
Q1 | $932K | Sell |
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|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $851K | Sell |
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|
2020
Q2 | $844K | Buy |
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|
2020
Q1 | $869K | Buy |
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|
2019
Q4 | $975K | Buy |
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|
2019
Q3 | $946K | Sell |
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|
2019
Q2 | $867K | Buy |
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|
2019
Q1 | $802K | Sell |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $776K | Sell |
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|
2018
Q2 | $856K | Sell |
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|
2018
Q1 | $827K | Sell |
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|
2017
Q4 | $915K | Sell |
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|
2017
Q3 | $957K | Sell |
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|
2017
Q2 | $939K | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $939K | Hold |
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|
2016
Q2 | $981K | Buy |
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|
2016
Q1 | $929K | Sell |
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|
2015
Q4 | $911K | Sell |
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|
2015
Q3 | $904K | Buy |
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|
2015
Q2 | $828K | Sell |
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|
2015
Q1 | $1.06M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $992K | Buy |
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|
2014
Q1 | $953K | Sell |
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|
2013
Q4 | $930K | Buy |
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