BAM
Boyar Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,765
| – | – | 0.17% | 70 |
|
|
2025
Q1 | $254K | Sell |
2,765
-600
| -18% | -$55.2K | 0.18% | 69 |
|
|
2024
Q4 | $277K | Hold |
3,365
| – | – | 0.18% | 70 |
|
|
2024
Q3 | $303K | Hold |
3,365
| – | – | 0.2% | 69 |
|
|
2024
Q2 | $261K | Hold |
3,365
| – | – | 0.18% | 71 |
|
|
2024
Q1 | $241K | Hold |
3,365
| – | – | 0.16% | 74 |
|
|
2023
Q4 | $236K | Hold |
3,365
| – | – | 0.18% | 71 |
|
|
2023
Q3 | $218K | Buy |
3,365
+100
| +3% | +$6.47K | 0.17% | 74 |
|
|
2023
Q2 | $229K | Hold |
3,265
| – | – | 0.17% | 70 |
|
|
2023
Q1 | $227K | Hold |
3,265
| – | – | 0.18% | 71 |
|
|
2022
Q4 | $233K | Hold |
3,265
| – | – | 0.19% | 73 |
|
|
2022
Q3 | $222K | Hold |
3,265
| – | – | 0.18% | 75 |
|
|
2022
Q2 | $233K | Hold |
3,265
| – | – | 0.19% | 69 |
|
|
2022
Q1 | $237K | Buy |
+3,265
| New | +$237K | 0.15% | 76 |
|