Bridges Investment 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 | $480K | Buy |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $425K | Hold |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $554K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $596K | Sell |
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|
2020
Q3 | $583K | Sell |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $807K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $774K | Sell |
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|
2018
Q3 | $815K | Sell |
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|
2018
Q2 | $888K | Buy |
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|
2018
Q1 | $854K | Buy |
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|
2017
Q4 | $568K | Sell |
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|
2017
Q3 | $630K | Buy |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $386K | Sell |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $480K | Sell |
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|
2016
Q1 | $514K | Sell |
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|
2015
Q4 | $484K | Sell |
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|
2015
Q3 | $464K | Hold |
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|
2015
Q2 | $464K | Buy |
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|
2015
Q1 | $467K | Hold |
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|
2014
Q4 | $518K | Hold |
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|
2014
Q3 | $461K | Buy |
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|
2014
Q2 | $290K | Hold |
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|
2014
Q1 | $281K | Hold |
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|
2013
Q4 | $262K | Buy |
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|
2013
Q3 | $227K | Hold |
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|
2013
Q2 | $242K | Buy |
|