Brookstone Capital 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 | $14.5M | Buy |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $9.83M | Buy |
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|
2024
Q4 | $7.01M | Sell |
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|
2024
Q3 | $8.51M | Buy |
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|
2024
Q2 | $6.88M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $4.43M | Buy |
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|
2023
Q2 | $4.55M | Buy |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $8.25M | Buy |
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|
2021
Q4 | $6.52M | Sell |
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|
2021
Q3 | $6.03M | Buy |
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|
2021
Q2 | $5.01M | Buy |
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|
2021
Q1 | $4.23M | Buy |
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|
2020
Q4 | $4.13M | Buy |
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|
2020
Q3 | $3.54M | Buy |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $4.58M | Sell |
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|
2019
Q3 | $4.53M | Buy |
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|
2019
Q2 | $3.69M | Buy |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $6.42M | Sell |
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|
2018
Q2 | $7.29M | Sell |
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|
2018
Q1 | $7.58M | Buy |
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|
2017
Q4 | $6.83M | Buy |
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|
2017
Q3 | $6.56M | Sell |
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|
2017
Q2 | $6.57M | Sell |
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|
2017
Q1 | $7.39M | Buy |
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|
2016
Q4 | $6.81M | Buy |
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|
2016
Q3 | $6.05M | Buy |
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|
2016
Q2 | $5.74M | Buy |
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|
2016
Q1 | $4.3M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $997K | Sell |
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|
2015
Q2 | $4.33M | Buy |
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|
2015
Q1 | $3.62M | Buy |
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|
2014
Q4 | $2.72M | Buy |
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|
2014
Q3 | $1.31M | Buy |
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|
2014
Q2 | $1.3M | Buy |
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|
2014
Q1 | $1.21M | Buy |
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|
2013
Q4 | $966K | Buy |
|