Byrne Asset 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 | $365K | Sell |
3,975
-200
| -5% | -$18.4K | 0.24% | 79 |
|
|
2025
Q1 | $384K | Buy |
+4,175
| New | +$384K | 0.28% | 75 |
|
|
2024
Q4 | – | Sell |
-3,925
| Closed | -$354K | – | 80 |
|
|
2024
Q3 | $354K | Buy |
+3,925
| New | +$354K | 0.24% | 81 |
|
|
2024
Q2 | – | Sell |
-3,925
| Closed | -$282K | – | 88 |
|
|
2024
Q1 | $282K | Sell |
3,925
-50
| -1% | -$3.59K | 0.2% | 98 |
|
|
2023
Q4 | $276K | Sell |
3,975
-275
| -6% | -$19.1K | 0.21% | 97 |
|
|
2023
Q3 | $275K | Buy |
+4,250
| New | +$275K | 0.23% | 88 |
|
|
2023
Q2 | – | Sell |
-4,475
| Closed | -$311K | – | 120 |
|
|
2023
Q1 | $311K | Sell |
4,475
-139
| -3% | -$9.66K | 0.22% | 108 |
|
|
2022
Q4 | $329K | Sell |
4,614
-600
| -12% | -$42.8K | 0.24% | 104 |
|
|
2022
Q3 | $355K | Sell |
5,214
-200
| -4% | -$13.6K | 0.27% | 95 |
|
|
2022
Q2 | $386K | Sell |
5,414
-161
| -3% | -$11.5K | 0.29% | 78 |
|
|
2022
Q1 | $404K | Hold |
5,575
| – | – | 0.25% | 82 |
|
|
2021
Q4 | $382K | Buy |
+5,575
| New | +$382K | 0.25% | 84 |
|