Brooklyn Investment Group’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 | $1.75M | Buy |
19,009
+4,155
| +28% | +$382K | 0.23% | 79 |
|
|
2025
Q1 | $1.37M | Buy |
14,854
+3,941
| +36% | +$362K | 0.29% | 57 |
|
|
2024
Q4 | $898K | Buy |
10,913
+968
| +10% | +$79.7K | 0.27% | 72 |
|
|
2024
Q3 | $897K | Buy |
9,945
+703
| +8% | +$63.4K | 0.3% | 66 |
|
|
2024
Q2 | $657K | Hold |
9,242
| – | – | 0.28% | 81 |
|
|
2024
Q1 | $657K | Sell |
9,242
-625
| -6% | -$44.4K | 0.28% | 81 |
|
|
2023
Q4 | $692K | Buy |
+9,867
| New | +$692K | 0.33% | 72 |
|