Boyd Watterson 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
Q3 | $70.7K | Sell |
|
|||||
|
2025
Q2 | $69K | Sell |
|
|||||
|
2025
Q1 | $82.6K | Sell |
|
|||||
|
2024
Q4 | $85.3K | Hold |
|
|||||
|
2024
Q3 | $93.4K | Sell |
|
|||||
|
2024
Q2 | $83K | Hold |
|
|||||
|
2024
Q1 | $76.8K | Hold |
|
|||||
|
2023
Q4 | $75K | Hold |
|
|||||
|
2023
Q3 | $69.3K | Sell |
|
|||||
|
2023
Q2 | $75.5K | Hold |
|
|||||
|
2023
Q1 | $74.8K | Hold |
|
|||||
|
2022
Q4 | $76.8K | Buy |
|