Anfield Capital 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 | $39.5K | Buy |
430
+325
| +310% | +$29.8K | 0.01% | 186 |
|
|
2025
Q1 | $9.66K | Hold |
105
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $8.64K | Hold |
105
| – | – | ﹤0.01% | 253 |
|
|
2024
Q3 | $9.47K | Hold |
105
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $8.15K | Buy |
+105
| New | +$8.15K | ﹤0.01% | 206 |
|
|
2020
Q3 | – | Sell |
-9,082
| Closed | -$496K | – | 95 |
|
|
2020
Q2 | $496K | Buy |
9,082
+183
| +2% | +$9.99K | 0.2% | 69 |
|
|
2020
Q1 | $482K | Sell |
8,899
-558
| -6% | -$30.2K | 0.28% | 67 |
|
|
2019
Q4 | $653K | Buy |
+9,457
| New | +$653K | 0.26% | 61 |
|