Eagle Bay Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-153
Closed -$12.6K 825
2024
Q4
$12.6K Sell
153
-31
-17% -$2.55K 0.01% 539
2024
Q3
$16.6K Sell
184
-14
-7% -$1.26K 0.01% 672
2024
Q2
$15.4K Sell
198
-15
-7% -$1.16K 0.01% 480
2024
Q1
$15.3K Sell
213
-13
-6% -$933 0.01% 490
2023
Q4
$15.8K Buy
226
+9
+4% +$631 0.01% 439
2023
Q3
$14K Sell
217
-33
-13% -$2.14K 0.01% 559
2023
Q2
$17.6K Buy
250
+33
+15% +$2.32K 0.01% 538
2023
Q1
$15.1K Sell
217
-28
-11% -$1.95K 0.01% 553
2022
Q4
$17.5K Sell
245
-22
-8% -$1.57K 0.01% 538
2022
Q3
$18K Buy
267
+2
+0.8% +$135 0.01% 526
2022
Q2
$18.9K Buy
+265
New +$18.9K 0.01% 556
2022
Q1
Sell
-934
Closed -$64K 855
2021
Q4
$64K Sell
934
-949
-50% -$65K 0.04% 295
2021
Q3
$117K Buy
1,883
+745
+65% +$46.3K 0.07% 200
2021
Q2
$72K Buy
+1,138
New +$72K 0.06% 220