Newbridge Financial Services Group’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 | $196K | Sell |
2,129
-1
| -0% | -$92 | 0.03% | 295 |
|
|
2025
Q1 | $196K | Sell |
2,130
-276
| -11% | -$25.4K | 0.05% | 197 |
|
|
2024
Q4 | $198K | Buy |
+2,406
| New | +$198K | 0.05% | 208 |
|
|
2024
Q3 | – | Sell |
-1,360
| Closed | -$106K | – | 1050 |
|
|
2024
Q2 | $106K | Sell |
1,360
-1,341
| -50% | -$104K | 0.04% | 258 |
|
|
2024
Q1 | $194K | Sell |
2,701
-839
| -24% | -$60.2K | 0.08% | 197 |
|
|
2023
Q4 | $248K | Sell |
3,540
-892
| -20% | -$62.5K | 0.12% | 165 |
|
|
2023
Q3 | $287K | Buy |
4,432
+19
| +0.4% | +$1.23K | 0.14% | 142 |
|
|
2023
Q2 | $310K | Sell |
4,413
-309
| -7% | -$21.7K | 0.15% | 138 |
|
|
2023
Q1 | $329K | Buy |
4,722
+227
| +5% | +$15.8K | 0.17% | 127 |
|
|
2022
Q4 | $321K | Buy |
4,495
+238
| +6% | +$17K | 0.19% | 115 |
|
|
2022
Q3 | $290K | Buy |
4,257
+15
| +0.4% | +$1.02K | 0.17% | 132 |
|
|
2022
Q2 | $303K | Buy |
4,242
+1,099
| +35% | +$78.5K | 0.19% | 113 |
|
|
2022
Q1 | $228K | Sell |
3,143
-89
| -3% | -$6.46K | 0.11% | 176 |
|
|
2021
Q4 | $222K | Buy |
3,232
+572
| +22% | +$39.3K | 0.1% | 191 |
|
|
2021
Q3 | $165K | Sell |
2,660
-1,001
| -27% | -$62.1K | 0.1% | 195 |
|
|
2021
Q2 | $222K | Sell |
3,661
-392
| -10% | -$23.8K | 0.14% | 164 |
|
|
2021
Q1 | $252K | Buy |
4,053
+260
| +7% | +$16.2K | 0.19% | 128 |
|
|
2020
Q4 | $233K | Buy |
3,793
+6
| +0.2% | +$369 | 0.19% | 114 |
|
|
2020
Q3 | $205K | Buy |
+3,787
| New | +$205K | 0.2% | 111 |
|