Brown Financial Advisory’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 | $371K | Buy |
4,043
+1,240
| +44% | +$114K | 0.2% | 41 |
|
|
2025
Q1 | $258K | Buy |
2,803
+316
| +13% | +$29.1K | 0.16% | 42 |
|
|
2024
Q4 | $205K | Buy |
2,487
+44
| +2% | +$3.62K | 0.15% | 33 |
|
|
2024
Q3 | $220K | Buy |
+2,443
| New | +$220K | 0.16% | 34 |
|
|
2023
Q2 | – | Sell |
-3,345
| Closed | -$233K | – | 31 |
|
|
2023
Q1 | $233K | Buy |
3,345
+307
| +10% | +$21.4K | 0.22% | 28 |
|
|
2022
Q4 | $217K | Sell |
3,038
-1,576
| -34% | -$113K | 0.22% | 28 |
|
|
2022
Q3 | $314K | Hold |
4,614
| – | – | 0.3% | 24 |
|
|
2022
Q2 | $329K | Hold |
4,614
| – | – | 0.35% | 21 |
|
|
2022
Q1 | $335K | Hold |
4,614
| – | – | 0.27% | 23 |
|
|
2021
Q4 | $316K | Hold |
4,614
| – | – | 0.28% | 23 |
|
|
2021
Q3 | $286K | Hold |
4,614
| – | – | 0.24% | 22 |
|
|
2021
Q2 | $279K | Sell |
4,614
-24
| -0.5% | -$1.45K | 0.23% | 24 |
|
|
2021
Q1 | $288K | Buy |
4,638
+500
| +12% | +$31K | 0.25% | 24 |
|
|
2020
Q4 | $254K | Buy |
+4,138
| New | +$254K | 0.23% | 25 |
|