Brinker Capital Investments’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 | $28.4M | Buy |
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|
2025
Q2 | $26.8M | Buy |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $23.4M | Sell |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $19.9M | Sell |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $18M | Buy |
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|
2022
Q4 | $8.1M | Sell |
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|
2022
Q3 | $8.08M | Sell |
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|
2022
Q2 | $8.55M | Buy |
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|
2022
Q1 | $8.59M | Sell |
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|
2021
Q4 | $9.2M | Buy |
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|
2021
Q3 | $8.02M | Hold |
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|
2021
Q2 | $8.02M | Buy |
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|
2021
Q1 | $7.34M | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $4.49M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $21K | Sell |
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|
2019
Q1 | $49K | Buy |
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