AGF Management’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 | $4.52M | Buy |
49,238
+4,256
| +9% | +$391K | 0.02% | 275 |
|
|
2025
Q1 | $4.14M | Buy |
44,982
+36,446
| +427% | +$3.35M | 0.02% | 275 |
|
|
2024
Q4 | $703K | Sell |
8,536
-7,347
| -46% | -$605K | ﹤0.01% | 597 |
|
|
2024
Q3 | $1.43M | Sell |
15,883
-108,573
| -87% | -$9.79M | 0.01% | 534 |
|
|
2024
Q2 | $9.65M | Sell |
124,456
-1,980
| -2% | -$154K | 0.05% | 209 |
|
|
2024
Q1 | $9.07M | Sell |
126,436
-5,456
| -4% | -$391K | 0.05% | 219 |
|
|
2023
Q4 | $9.25M | Sell |
131,892
-63,088
| -32% | -$4.42M | 0.05% | 207 |
|
|
2023
Q3 | $12.6M | Sell |
194,980
-1,714
| -0.9% | -$111K | 0.09% | 170 |
|
|
2023
Q2 | $13.8M | Buy |
196,694
+22,889
| +13% | +$1.61M | 0.1% | 159 |
|
|
2023
Q1 | $12.1M | Sell |
173,805
-13,321
| -7% | -$927K | 0.08% | 186 |
|
|
2022
Q4 | $13.4M | Buy |
+187,126
| New | +$13.4M | 0.1% | 168 |
|