Legacy Bridge’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 | $192K | Hold |
2,095
| – | – | 0.09% | 134 |
|
|
2025
Q1 | $193K | Sell |
2,095
-56
| -3% | -$5.15K | 0.11% | 133 |
|
|
2024
Q4 | $177K | Hold |
2,151
| – | – | 0.09% | 139 |
|
|
2024
Q3 | $194K | Hold |
2,151
| – | – | 0.1% | 137 |
|
|
2024
Q2 | $167K | Hold |
2,151
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $154K | Hold |
2,151
| – | – | 0.09% | 151 |
|
|
2023
Q4 | $151K | Sell |
2,151
-230
| -10% | -$16.1K | 0.1% | 147 |
|
|
2023
Q3 | $154K | Hold |
2,381
| – | – | 0.11% | 146 |
|
|
2023
Q2 | $167K | Hold |
2,381
| – | – | 0.11% | 146 |
|
|
2023
Q1 | $166K | Buy |
2,381
+605
| +34% | +$42.1K | 0.12% | 144 |
|
|
2022
Q4 | $127K | Buy |
1,776
+56
| +3% | +$4K | 0.09% | 153 |
|
|
2022
Q3 | $117K | Hold |
1,720
| – | – | 0.09% | 150 |
|
|
2022
Q2 | $123K | Hold |
1,720
| – | – | 0.09% | 155 |
|
|
2022
Q1 | $125K | Hold |
1,720
| – | – | 0.07% | 168 |
|
|
2021
Q4 | $118K | Hold |
1,720
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $107K | Hold |
1,720
| – | – | 0.06% | 170 |
|
|
2021
Q2 | $104K | Hold |
1,720
| – | – | 0.06% | 172 |
|
|
2021
Q1 | $107K | Buy |
1,720
+420
| +32% | +$26.1K | 0.07% | 166 |
|
|
2020
Q4 | $80K | Buy |
1,300
+700
| +117% | +$43.1K | 0.06% | 174 |
|
|
2020
Q3 | $33K | Hold |
600
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $31K | Buy |
+600
| New | +$31K | 0.03% | 196 |
|