BOK Financial Private Wealth’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 | $32.1K | Hold |
350
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $32.2K | Hold |
350
| – | – | ﹤0.01% | 299 |
|
|
2024
Q4 | $28.8K | Hold |
350
| – | – | ﹤0.01% | 304 |
|
|
2024
Q3 | $31.6K | Buy |
+350
| New | +$31.6K | ﹤0.01% | 308 |
|
|
2023
Q4 | – | Sell |
-845
| Closed | -$54.7K | – | 541 |
|
|
2023
Q3 | $54.7K | Sell |
845
-255
| -23% | -$16.5K | ﹤0.01% | 223 |
|
|
2023
Q2 | $77.3K | Sell |
1,100
-33
| -3% | -$2.32K | 0.01% | 207 |
|
|
2023
Q1 | $78.8K | Buy |
1,133
+33
| +3% | +$2.3K | 0.01% | 214 |
|
|
2022
Q4 | $78.6K | Buy |
+1,100
| New | +$78.6K | 0.01% | 211 |
|
|
2022
Q2 | – | Sell |
-4,555
| Closed | -$330K | – | 451 |
|
|
2022
Q1 | $330K | Buy |
4,555
+1,012
| +29% | +$73.3K | 0.02% | 221 |
|
|
2021
Q4 | $243K | Buy |
3,543
+247
| +7% | +$16.9K | 0.02% | 259 |
|
|
2021
Q3 | $204K | Buy |
+3,296
| New | +$204K | 0.02% | 232 |
|