Brandywine Oak Private Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
4,162
-17
| -0.4% | -$1.56K | 0.04% | 172 |
|
|
2025
Q1 | $384K | Hold |
4,179
| – | – | 0.04% | 166 |
|
|
2024
Q4 | $344K | Buy |
4,179
+17
| +0.4% | +$1.4K | 0.03% | 177 |
|
|
2024
Q3 | $375K | Hold |
4,162
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $323K | Sell |
4,162
-340
| -8% | -$26.4K | 0.03% | 183 |
|
|
2024
Q1 | $323K | Buy |
4,502
+340
| +8% | +$24.4K | 0.03% | 187 |
|
|
2023
Q4 | $292K | Hold |
4,162
| – | – | 0.03% | 192 |
|
|
2023
Q3 | $269K | Hold |
4,162
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $292K | Hold |
4,162
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $290K | Hold |
4,162
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $297K | Hold |
4,162
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $283K | Hold |
4,162
| – | – | 0.04% | 213 |
|
|
2022
Q2 | $296K | Hold |
4,162
| – | – | 0.04% | 246 |
|
|
2022
Q1 | $301K | Hold |
4,162
| – | – | 0.03% | 256 |
|
|
2021
Q4 | $285K | Hold |
4,162
| – | – | 0.03% | 258 |
|
|
2021
Q3 | $257K | Hold |
4,162
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $251K | Buy |
+4,162
| New | +$251K | 0.03% | 280 |
|
|
2020
Q1 | – | Sell |
-4,164
| Closed | -$265K | – | 250 |
|
|
2019
Q4 | $265K | Buy |
4,164
+540
| +15% | +$34.4K | 0.05% | 197 |
|
|
2019
Q3 | $223K | Buy |
+3,624
| New | +$223K | 0.04% | 213 |
|
|
2019
Q1 | – | Sell |
-1,892
| Closed | -$83K | – | 561 |
|
|
2018
Q4 | $83K | Buy |
+1,892
| New | +$83K | 0.02% | 308 |
|