Blue Trust Inc’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 | $8.5M | Buy |
92,536
+903
| +1% | +$82.9K | 0.1% | 69 |
|
|
2025
Q1 | $8.43M | Sell |
91,633
-3,362
| -4% | -$309K | 0.11% | 62 |
|
|
2024
Q4 | $7.82M | Buy |
94,995
+44,183
| +87% | +$3.64M | 0.1% | 66 |
|
|
2024
Q3 | $3.94M | Buy |
50,812
+7,569
| +18% | +$587K | 0.05% | 96 |
|
|
2024
Q2 | $3.1M | Buy |
43,243
+920
| +2% | +$66K | 0.04% | 96 |
|
|
2024
Q1 | $3.04M | Buy |
42,323
+278
| +0.7% | +$19.9K | 0.04% | 82 |
|
|
2023
Q4 | $2.72M | Buy |
42,045
+4,945
| +13% | +$320K | 0.04% | 84 |
|
|
2023
Q3 | $2.61M | Buy |
37,100
+93
| +0.3% | +$6.54K | 0.04% | 96 |
|
|
2023
Q2 | $2.58M | Buy |
37,007
+3,440
| +10% | +$239K | 0.04% | 93 |
|
|
2023
Q1 | $2.4M | Buy |
33,567
+5,519
| +20% | +$394K | 0.04% | 114 |
|
|
2022
Q4 | $1.91M | Buy |
28,048
+651
| +2% | +$44.3K | 0.03% | 116 |
|
|
2022
Q3 | $1.95M | Buy |
27,397
+1,125
| +4% | +$80.2K | 0.03% | 99 |
|
|
2022
Q2 | $1.91M | Buy |
+26,272
| New | +$1.91M | 0.03% | 96 |
|