Bryn Mawr Capital Management’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 | $937K | Buy |
10,209
+669
| +7% | +$61.4K | 0.05% | 205 |
|
|
2025
Q1 | $877K | Sell |
9,540
-170
| -2% | -$15.6K | 0.05% | 204 |
|
|
2024
Q4 | $799K | Sell |
9,710
-178
| -2% | -$14.7K | 0.04% | 242 |
|
|
2024
Q3 | $892K | Buy |
9,888
+204
| +2% | +$18.4K | 0.05% | 237 |
|
|
2024
Q2 | $751K | Sell |
9,684
-9
| -0.1% | -$698 | 0.04% | 242 |
|
|
2024
Q1 | $695K | Buy |
9,693
+14
| +0.1% | +$1K | 0.04% | 251 |
|
|
2023
Q4 | $679K | Buy |
9,679
+3,864
| +66% | +$271K | 0.04% | 251 |
|
|
2023
Q3 | $376K | Buy |
5,815
+216
| +4% | +$14K | 0.02% | 298 |
|
|
2023
Q2 | $393K | Buy |
5,599
+1,839
| +49% | +$129K | 0.04% | 225 |
|
|
2023
Q1 | $262K | Hold |
3,760
| – | – | 0.03% | 241 |
|
|
2022
Q4 | $269K | Buy |
+3,760
| New | +$269K | 0.03% | 236 |
|