Blue Fin Capital’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 | $1.25M | Buy |
+13,588
| New | +$1.25M | 0.21% | 69 |
|
|
2024
Q4 | $962K | Buy |
11,685
+180
| +2% | +$14.8K | 0.18% | 76 |
|
|
2024
Q3 | $1.04M | Sell |
11,505
-143
| -1% | -$12.9K | 0.2% | 75 |
|
|
2024
Q2 | $904K | Buy |
11,648
+6
| +0.1% | +$465 | 0.18% | 78 |
|
|
2024
Q1 | $835K | Sell |
11,642
-338
| -3% | -$24.2K | 0.19% | 79 |
|
|
2023
Q4 | $840K | Sell |
11,980
-149
| -1% | -$10.4K | 0.22% | 77 |
|
|
2023
Q3 | $785K | Sell |
12,129
-356
| -3% | -$23K | 0.23% | 78 |
|
|
2023
Q2 | $877K | Buy |
12,485
+7
| +0.1% | +$492 | 0.25% | 75 |
|
|
2023
Q1 | $926K | Sell |
12,478
-304
| -2% | -$22.6K | 0.3% | 67 |
|
|
2022
Q4 | $913K | Sell |
12,782
-151
| -1% | -$10.8K | 0.33% | 64 |
|
|
2022
Q3 | $879K | Sell |
12,933
-49
| -0.4% | -$3.33K | 0.33% | 63 |
|
|
2022
Q2 | $925K | Sell |
12,982
-420
| -3% | -$29.9K | 0.33% | 66 |
|
|
2022
Q1 | $971K | Sell |
13,402
-8
| -0.1% | -$580 | 0.28% | 67 |
|
|
2021
Q4 | $919K | Sell |
13,410
-403
| -3% | -$27.6K | 0.25% | 72 |
|
|
2021
Q3 | $856K | Sell |
13,813
-684
| -5% | -$42.4K | 0.26% | 71 |
|
|
2021
Q2 | $877K | Sell |
14,497
-506
| -3% | -$30.6K | 0.27% | 70 |
|
|
2021
Q1 | $932K | Sell |
15,003
-417
| -3% | -$25.9K | 0.32% | 68 |
|
|
2020
Q4 | $947K | Sell |
15,420
-290
| -2% | -$17.8K | 0.34% | 67 |
|
|
2020
Q3 | $851K | Sell |
15,710
-575
| -4% | -$31.1K | 0.34% | 68 |
|
|
2020
Q2 | $844K | Buy |
16,285
+219
| +1% | +$11.4K | 0.37% | 68 |
|
|
2020
Q1 | $869K | Buy |
16,066
+742
| +5% | +$40.1K | 0.48% | 60 |
|
|
2019
Q4 | $975K | Buy |
15,324
+2
| +0% | +$127 | 0.46% | 68 |
|
|
2019
Q3 | $946K | Sell |
15,322
-365
| -2% | -$22.5K | 0.5% | 64 |
|
|
2019
Q2 | $867K | Buy |
15,687
+162
| +1% | +$8.95K | 0.45% | 70 |
|
|
2019
Q1 | $802K | Sell |
15,525
-546
| -3% | -$28.2K | 0.42% | 69 |
|
|
2018
Q4 | $705K | Sell |
16,071
-1,722
| -10% | -$75.5K | 0.42% | 67 |
|
|
2018
Q3 | $776K | Sell |
17,793
-692
| -4% | -$30.2K | 0.38% | 67 |
|
|
2018
Q2 | $856K | Sell |
18,485
-35
| -0.2% | -$1.62K | 0.46% | 65 |
|
|
2018
Q1 | $827K | Sell |
18,520
-505
| -3% | -$22.6K | 0.47% | 61 |
|
|
2017
Q4 | $915K | Sell |
19,025
-470
| -2% | -$22.6K | 0.53% | 58 |
|
|
2017
Q3 | $957K | Sell |
19,495
-135
| -0.7% | -$6.63K | 0.59% | 54 |
|
|
2017
Q2 | $939K | Sell |
19,630
-535
| -3% | -$25.6K | 0.6% | 51 |
|
|
2017
Q1 | $1M | Sell |
20,165
-550
| -3% | -$27.4K | 0.62% | 51 |
|
|
2016
Q4 | $1.02M | Buy |
20,715
+2,415
| +13% | +$119K | 0.67% | 50 |
|
|
2016
Q3 | $939K | Hold |
18,300
| – | – | 0.76% | 43 |
|
|
2016
Q2 | $981K | Buy |
18,300
+350
| +2% | +$18.8K | 0.81% | 42 |
|
|
2016
Q1 | $929K | Sell |
17,950
-1,530
| -8% | -$79.2K | 0.79% | 43 |
|
|
2015
Q4 | $911K | Sell |
19,480
-750
| -4% | -$35.1K | 0.7% | 51 |
|
|
2015
Q3 | $904K | Buy |
20,230
+465
| +2% | +$20.8K | 0.7% | 47 |
|
|
2015
Q2 | $828K | Sell |
19,765
-4,290
| -18% | -$180K | 0.6% | 53 |
|
|
2015
Q1 | $1.07M | Buy |
24,055
+300
| +1% | +$13.3K | 0.77% | 43 |
|
|
2014
Q4 | $1.17M | Buy |
23,755
+630
| +3% | +$31K | 0.88% | 34 |
|
|
2014
Q3 | $1.01M | Buy |
23,125
+1,270
| +6% | +$55.4K | 0.8% | 39 |
|
|
2014
Q2 | $992K | Buy |
21,855
+160
| +0.7% | +$7.26K | 0.8% | 41 |
|
|
2014
Q1 | $953K | Sell |
21,695
-930
| -4% | -$40.9K | 0.84% | 38 |
|
|
2013
Q4 | $930K | Buy |
+22,625
| New | +$930K | 0.83% | 39 |
|