Ardent 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 | $261K | Sell |
2,842
-140
| -5% | -$12.9K | 0.13% | 41 |
|
|
2025
Q1 | $274K | Sell |
2,982
-147
| -5% | -$13.5K | 0.12% | 40 |
|
|
2024
Q4 | $258K | Buy |
3,129
+29
| +0.9% | +$2.39K | 0.12% | 40 |
|
|
2024
Q3 | $280K | Sell |
3,100
-639
| -17% | -$57.6K | 0.13% | 38 |
|
|
2024
Q2 | $290K | Hold |
3,739
| – | – | 0.14% | 37 |
|
|
2024
Q1 | $268K | Hold |
3,739
| – | – | 0.13% | 39 |
|
|
2023
Q4 | $262K | Hold |
3,739
| – | – | 0.14% | 40 |
|
|
2023
Q3 | $242K | Hold |
3,739
| – | – | 0.14% | 41 |
|
|
2023
Q2 | $263K | Sell |
3,739
-17
| -0.5% | -$1.19K | 0.16% | 27 |
|
|
2023
Q1 | $261K | Buy |
3,756
+5
| +0.1% | +$348 | 0.19% | 26 |
|
|
2022
Q4 | $268K | Buy |
+3,751
| New | +$268K | 0.21% | 23 |
|