West Branch Capital’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 | $43.4K | Sell |
473
-143
| -23% | -$13.1K | 0.01% | 153 |
|
|
2025
Q1 | $56.6K | Buy |
616
+115
| +23% | +$10.6K | 0.02% | 146 |
|
|
2024
Q4 | $41.2K | Hold |
501
| – | – | 0.01% | 163 |
|
|
2024
Q3 | $45.2K | Buy |
501
+129
| +35% | +$11.6K | 0.02% | 164 |
|
|
2024
Q2 | $28.9K | Hold |
372
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $26.7K | Sell |
372
-412
| -53% | -$29.6K | 0.01% | 210 |
|
|
2023
Q4 | $55K | Sell |
784
-97
| -11% | -$6.8K | 0.03% | 152 |
|
|
2023
Q3 | $57K | Hold |
881
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $61.9K | Hold |
881
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $61.3K | Sell |
881
-61
| -6% | -$4.24K | 0.03% | 151 |
|
|
2022
Q4 | $67.3K | Hold |
942
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $64K | Hold |
942
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $67K | Buy |
942
+61
| +7% | +$4.34K | 0.04% | 155 |
|
|
2022
Q1 | $64K | Sell |
881
-141
| -14% | -$10.2K | 0.03% | 169 |
|
|
2021
Q4 | $70K | Buy |
1,022
+100
| +11% | +$6.85K | 0.03% | 176 |
|
|
2021
Q3 | $57K | Hold |
922
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $56K | Buy |
+922
| New | +$56K | 0.03% | 187 |
|