Bourne Lent Asset Management’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 | $361K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $204K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $223K | Hold |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $255K | Hold |
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|
2016
Q4 | $252K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $125K | Buy |
|