BCM
BluePath Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
9,874
-2,447
| -20% | -$225K | 0.44% | 73 |
|
|
2025
Q1 | $1.13M | Buy |
12,321
+18
| +0.1% | +$1.66K | 0.66% | 37 |
|
|
2024
Q4 | $1.01M | Buy |
12,303
+142
| +1% | +$11.6K | 0.54% | 47 |
|
|
2024
Q3 | $1.1M | Buy |
12,161
+36
| +0.3% | +$3.25K | 0.68% | 26 |
|
|
2024
Q2 | $941K | Buy |
12,125
+4,073
| +51% | +$316K | 0.66% | 27 |
|
|
2024
Q1 | $578K | Buy |
8,052
+51
| +0.6% | +$3.66K | 0.44% | 51 |
|
|
2023
Q4 | $575K | Sell |
8,001
-1,774
| -18% | -$127K | 0.49% | 47 |
|
|
2023
Q3 | $633K | Buy |
+9,775
| New | +$633K | 0.58% | 26 |
|