3IP
3Chopt Investment Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
6,261
+225
| +4% | +$20.7K | 0.14% | 124 |
|
|
2025
Q1 | $555K | Buy |
+6,036
| New | +$555K | 0.15% | 128 |
|
|
2024
Q3 | – | Sell |
-3,828
| Closed | -$297K | – | 161 |
|
|
2024
Q2 | $297K | Buy |
+3,828
| New | +$297K | 0.09% | 158 |
|
|
2024
Q1 | – | Sell |
-3,483
| Closed | -$244K | – | 146 |
|
|
2023
Q4 | $244K | Buy |
+3,483
| New | +$244K | 0.09% | 154 |
|
|
2023
Q3 | – | Sell |
-2,984
| Closed | -$210K | – | 121 |
|
|
2023
Q2 | $210K | Buy |
2,984
+33
| +1% | +$2.32K | 0.1% | 131 |
|
|
2023
Q1 | $205K | Hold |
2,951
| – | – | 0.11% | 140 |
|
|
2022
Q4 | $211K | Buy |
+2,951
| New | +$211K | 0.12% | 129 |
|