Fulton Breakefield Broenniman’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Buy |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $251K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.13M | Sell |
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|
2015
Q1 | $442K | Buy |
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|
2014
Q4 | $4.7M | Buy |
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|
2014
Q3 | $4.16M | Buy |
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|
2014
Q2 | $4.28M | Buy |
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|
2014
Q1 | $4.09M | Buy |
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|
2013
Q4 | $3.82M | Sell |
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|
2013
Q3 | $3.96M | Buy |
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|
2013
Q2 | $4.11M | Buy |
|