Annis Gardner Whiting Capital Advisors’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 | $240K | Buy |
2,616
+304
| +13% | +$27.9K | 0.08% | 199 |
|
|
2025
Q1 | $213K | Hold |
2,312
| – | – | 0.09% | 183 |
|
|
2024
Q4 | $190K | Sell |
2,312
-2,113
| -48% | -$174K | 0.05% | 206 |
|
|
2024
Q3 | $399K | Buy |
4,425
+1,778
| +67% | +$160K | 0.11% | 151 |
|
|
2024
Q2 | $205K | Buy |
2,647
+93
| +4% | +$7.21K | 0.06% | 211 |
|
|
2024
Q1 | $183K | Buy |
2,554
+82
| +3% | +$5.88K | 0.07% | 195 |
|
|
2023
Q4 | $173K | Buy |
2,472
+300
| +14% | +$21K | 0.08% | 168 |
|
|
2023
Q3 | $141K | Buy |
+2,172
| New | +$141K | 0.08% | 170 |
|