Bush 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 | $1.02M | Sell |
11,085
-650
| -6% | -$59.7K | 0.68% | 27 |
|
|
2025
Q1 | $1.08M | Buy |
11,735
+141
| +1% | +$13K | 0.81% | 21 |
|
|
2024
Q4 | $954K | Hold |
11,594
| – | – | 0.74% | 20 |
|
|
2024
Q3 | $1.05M | Sell |
11,594
-69
| -0.6% | -$6.22K | 0.84% | 20 |
|
|
2024
Q2 | $905K | Buy |
11,663
+69
| +0.6% | +$5.35K | 0.78% | 19 |
|
|
2024
Q1 | $832K | Buy |
11,594
+4,896
| +73% | +$351K | 0.73% | 22 |
|
|
2023
Q4 | $451K | Buy |
+6,698
| New | +$451K | 0.42% | 24 |
|