BIP
Blueprint Investment Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,929
| Closed | -$241K | – | 188 |
|
|
2024
Q4 | $241K | Sell |
2,929
-250
| -8% | -$20.6K | 0.04% | 177 |
|
|
2024
Q3 | $287K | Sell |
3,179
-824
| -21% | -$74.3K | 0.05% | 140 |
|
|
2024
Q2 | $311K | Buy |
+4,003
| New | +$311K | 0.07% | 105 |
|
|
2022
Q4 | – | Sell |
-6,022
| Closed | -$409K | – | 250 |
|
|
2022
Q3 | $409K | Buy |
6,022
+1,978
| +49% | +$134K | 0.11% | 85 |
|
|
2022
Q2 | $288K | Buy |
4,044
+1,345
| +50% | +$95.8K | 0.08% | 116 |
|
|
2022
Q1 | $196K | Sell |
2,699
-509
| -16% | -$37K | 0.05% | 171 |
|
|
2021
Q4 | $220K | Buy |
3,208
+1,323
| +70% | +$90.7K | 0.05% | 180 |
|
|
2021
Q3 | $117K | Buy |
+1,885
| New | +$117K | 0.06% | 172 |
|