Bristlecone Advisors’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 | $1.6M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $924K | Sell |
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|
2021
Q2 | $975K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $975K | Buy |
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|
2018
Q4 | $682K | Sell |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $532K | Sell |
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|
2018
Q1 | $906K | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.23M | Sell |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.24M | Sell |
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|
2016
Q3 | $1.67M | Sell |
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|
2016
Q2 | $1.76M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $367K | Buy |
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