Aventail Capital Group’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 | $63.2M | Buy |
688,765
+571,073
| +485% | +$52.4M | 2.78% | 8 |
|
|
2025
Q1 | $10.8M | Hold |
117,692
| – | – | 0.53% | 48 |
|
|
2024
Q4 | $9.69M | Buy |
117,692
+67,692
| +135% | +$5.57M | 0.5% | 52 |
|
|
2024
Q3 | $4.51M | Sell |
50,000
-14,292
| -22% | -$1.29M | 0.27% | 60 |
|
|
2024
Q2 | $4.99M | Buy |
+64,292
| New | +$4.99M | 0.35% | 62 |
|
|
2023
Q4 | – | Sell |
-181,799
| Closed | -$11.8M | – | 88 |
|
|
2023
Q3 | $11.8M | Buy |
+181,799
| New | +$11.8M | 0.82% | 35 |
|