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 |
|