BAM
BOS Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
5,400
| – | – | 0.16% | 102 |
|
|
2025
Q1 | $497K | Hold |
5,400
| – | – | 0.17% | 94 |
|
|
2024
Q4 | $445K | Sell |
5,400
-1,238
| -19% | -$102K | 0.16% | 95 |
|
|
2024
Q3 | $599K | Sell |
6,638
-174
| -3% | -$15.7K | 0.22% | 74 |
|
|
2024
Q2 | $528K | Buy |
6,812
+800
| +13% | +$62.1K | 0.24% | 76 |
|
|
2024
Q1 | $431K | Hold |
6,012
| – | – | 0.23% | 72 |
|
|
2023
Q4 | $422K | Sell |
6,012
-149
| -2% | -$10.4K | 0.29% | 81 |
|
|
2023
Q3 | $399K | Hold |
6,161
| – | – | 0.29% | 78 |
|
|
2023
Q2 | $433K | Buy |
6,161
+300
| +5% | +$21.1K | 0.34% | 69 |
|
|
2023
Q1 | $408K | Hold |
5,861
| – | – | 0.34% | 69 |
|
|
2022
Q4 | $419K | Buy |
+5,861
| New | +$419K | 0.37% | 72 |
|