Analyst IMS Investment Management Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,357	Closed	-$276K	–	137
2024 Q4	$276K	Sell	3,357 -2,097	-38%	-$172K	0.01%	121
2024 Q3	$492K	Buy	5,454 +2,498	+85%	+$225K	0.02%	106
2024 Q2	$229K	Buy	+2,956	New	+$229K	0.01%	125