Bradley Foster & Sargent’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 | $971K | Buy |
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|
2025
Q2 | $928K | Sell |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $838K | Buy |
|
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $561K | Sell |
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|
2021
Q2 | $644K | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $312K | Sell |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $350K | Buy |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $356K | Sell |
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|
2015
Q1 | $400K | Sell |
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|
2014
Q4 | $464K | Sell |
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|
2014
Q3 | $447K | Buy |
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|
2014
Q2 | $420K | Buy |
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|
2014
Q1 | $388K | Buy |
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|
2013
Q4 | $326K | Sell |
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|
2013
Q3 | $399K | Buy |
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|
2013
Q2 | $427K | Buy |
|