Bollard Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Buy |
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|
2025
Q1 | $35.4M | Buy |
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|
2024
Q4 | $31.5M | Sell |
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|
2024
Q3 | $38.4M | Sell |
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|
2024
Q2 | $35.4M | Buy |
|
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|
2024
Q1 | $32M | Buy |
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|
2023
Q4 | $30.8M | Buy |
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|
2023
Q3 | $28.2M | Buy |
|
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|
2023
Q2 | $30.3M | Buy |
|
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|
2023
Q1 | $29.7M | Buy |
|
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|
2022
Q4 | $30.2M | Sell |
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|
2022
Q3 | $28.9M | Buy |
|
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|
2022
Q2 | $30.1M | Buy |
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|
2022
Q1 | $30.3M | Buy |
|
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|
2021
Q4 | $28.6M | Buy |
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|
2021
Q3 | $25.7M | Buy |
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|
2021
Q2 | $24.2M | Buy |
|
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|
2021
Q1 | $23.9M | Buy |
|
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|
2020
Q4 | $23M | Sell |
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|
2020
Q3 | $20.3M | Buy |
|
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|
2020
Q2 | $19.3M | Sell |
|
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|
2020
Q1 | $21.9M | Buy |
|
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|
2019
Q4 | $24.3M | Buy |
|
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|
2019
Q3 | $22.9M | Buy |
|
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|
2019
Q2 | $16.8M | Buy |
|
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|
2019
Q1 | $12.8M | Buy |
|
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|
2018
Q4 | $9.83M | Buy |
|
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|
2018
Q3 | $9.11M | Buy |
|
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|
2018
Q2 | $9.38M | Buy |
|
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|
2018
Q1 | $8.84M | Buy |
|
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|
2017
Q4 | $9.27M | Buy |
|
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|
2017
Q3 | $9.31M | Buy |
|
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|
2017
Q2 | $8.87M | Buy |
|
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|
2017
Q1 | $9.08M | Buy |
|
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|
2016
Q4 | $8.01M | Buy |
|
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|
2016
Q3 | $8.13M | Buy |
|
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|
2016
Q2 | $4.47M | Buy |
|
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|
2016
Q1 | $4.27M | Buy |
|
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|
2015
Q4 | $3.82M | Buy |
|
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|
2015
Q3 | $3.61M | Buy |
|
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|
2015
Q2 | $3.34M | Buy |
|
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|
2015
Q1 | $3.4M | Buy |
|
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|
2014
Q4 | $3.08M | Buy |
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|
2014
Q3 | $2.61M | Buy |
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|
2014
Q2 | $2.51M | Buy |
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|
2014
Q1 | $2.39M | Buy |
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|
2013
Q4 | $2.22M | Buy |
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|
2013
Q3 | $2.06M | Sell |
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|
2013
Q2 | $2.24M | Buy |
|