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Arcus Capital Partners’s Southern Company SO Stock Holding History

Arcus Capital Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,864
Closed -$538K – 135
2025
Q2 		$538K Sell
5,864
-129
-2% -$11.6K 0.23% 72
2025
Q1 		$551K Buy
5,993
+451
+8% +$39K 0.22% 72
2024
Q4 		$398K Sell
5,542
-75
-1% -$6.58K 0.13% 72
2024
Q3 		$507K Buy
5,617
+36
+0.6% +$3.08K 0.18% 68
2024
Q2 		$433K Buy
5,581
+39
+0.7% +$2.96K 0.17% 74
2024
Q1 		$398K Buy
5,542
+44
+0.8% +$3.04K 0.13% 72
2023
Q4 		$386K Buy
5,498
+41
+0.8% +$2.81K 0.14% 70
2023
Q3 		$353K Buy
5,457
+44
+0.8% +$3.05K 0.11% 79
2023
Q2 		$380K Buy
5,413
+42
+0.8% +$3.01K 0.11% 76
2023
Q1 		$374K Buy
5,371
+44
+0.8% +$2.96K 0.13% 75
2022
Q4 		$380K Buy
5,327
+40
+0.8% +$2.67K 0.15% 65
2022
Q3 		$360K Buy
5,287
+35
+0.7% +$2.65K 0.15% 71
2022
Q2 		$375K Buy
5,252
+37
+0.7% +$2.72K 0.16% 66
2022
Q1 		$378K Sell
5,215
-70
-1% -$4.74K 0.13% 70
2021
Q4 		$362K Buy
5,285
+1,331
+34% +$84.9K 0.12% 74
2021
Q3 		$245K Buy
3,954
+38
+1% +$2.45K 0.09% 87
2021
Q2 		$237K Buy
3,916
+40
+1% +$2.56K 0.11% 96
2021
Q1 		$241K Buy
3,876
+41
+1% +$2.46K 0.02% 97
2020
Q4 		$236K Buy
+3,835
New +$231K 0.04% 94

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