Boston Research & Management’s Southern Company SO Stock Holding History

Boston Research & Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Hold	4,710	–	–	0.1%	87
2025 Q1	$433K	Hold	4,710	–	–	0.11%	86
2024 Q4	$387K	Hold	4,710	–	–	0.1%	94
2024 Q3	$424K	Hold	4,710	–	–	0.1%	94
2024 Q2	$365K	Hold	4,710	–	–	0.09%	98
2024 Q1	$337K	Hold	4,710	–	–	0.08%	101
2023 Q4	$330K	Hold	4,710	–	–	0.09%	102
2023 Q3	$304K	Hold	4,710	–	–	0.09%	96
2023 Q2	$330K	Hold	4,710	–	–	0.09%	94
2023 Q1	$327K	Sell	4,710 -63	-1%	-$4.37K	0.1%	95
2022 Q4	$340K	Buy	4,773 +63	+1%	+$4.49K	0.11%	94
2022 Q3	$320K	Hold	4,710	–	–	0.11%	96
2022 Q2	$335K	Hold	4,710	–	–	0.11%	95
2022 Q1	$341K	Hold	4,710	–	–	0.1%	94
2021 Q4	$323K	Hold	4,710	–	–	0.09%	96
2021 Q3	$291K	Hold	4,710	–	–	0.09%	94
2021 Q2	$285K	Hold	4,710	–	–	0.09%	96
2021 Q1	$292K	Hold	4,710	–	–	0.09%	92
2020 Q4	$289K	Hold	4,710	–	–	0.1%	91
2020 Q3	$255K	Hold	4,710	–	–	0.1%	91
2020 Q2	$244K	Hold	4,710	–	–	0.1%	90
2020 Q1	$254K	Hold	4,710	–	–	0.13%	82
2019 Q4	$300K	Hold	4,710	–	–	0.11%	90
2019 Q3	$290K	Hold	4,710	–	–	0.11%	88
2019 Q2	$260K	Hold	4,710	–	–	0.11%	93
2019 Q1	$243K	Hold	4,710	–	–	0.1%	97
2018 Q4	$206K	Hold	4,710	–	–	0.1%	97
2018 Q3	$205K	Hold	4,710	–	–	0.09%	100
2018 Q2	$218K	Sell	4,710 -740	-14%	-$34.3K	0.11%	95
2018 Q1	$243K	Buy	5,450 +700	+15%	+$31.2K	0.12%	88
2017 Q4	$228K	Hold	4,750	–	–	0.11%	91
2017 Q3	$233K	Hold	4,750	–	–	0.12%	89
2017 Q2	$227K	Hold	4,750	–	–	0.12%	88
2017 Q1	$236K	Hold	4,750	–	–	0.13%	89
2016 Q4	$233K	Hold	4,750	–	–	0.13%	91
2016 Q3	$243K	Hold	4,750	–	–	0.14%	88
2016 Q2	$254K	Hold	4,750	–	–	0.15%	87
2016 Q1	$245K	Hold	4,750	–	–	0.15%	89
2015 Q4	$222K	Hold	4,750	–	–	0.14%	93
2015 Q3	$212K	Buy	+4,750	New	+$212K	0.14%	96
2015 Q2	–	Sell	-5,370	Closed	-$237K	–	99
2015 Q1	$237K	Hold	5,370	–	–	0.15%	92
2014 Q4	$263K	Hold	5,370	–	–	0.16%	91
2014 Q3	$234K	Sell	5,370 -650	-11%	-$28.3K	0.16%	94
2014 Q2	$273K	Sell	6,020 -244	-4%	-$11.1K	0.19%	86
2014 Q1	$275K	Buy	+6,264	New	+$275K	0.2%	86