Brown Financial Advisory’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 | $288K | Sell |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $254K | Buy |
|