Azimuth Capital Investment 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 | $9.56M | Buy |
104,100
+1,562
| +2% | +$143K | 0.36% | 102 |
|
2025
Q1 | $9.43M | Buy |
102,538
+2,123
| +2% | +$195K | 0.38% | 94 |
|
2024
Q4 | $8.27M | Buy |
100,415
+1,545
| +2% | +$127K | 0.32% | 103 |
|
2024
Q3 | $8.92M | Buy |
98,870
+1,579
| +2% | +$142K | 0.35% | 99 |
|
2024
Q2 | $7.55M | Buy |
97,291
+2,412
| +3% | +$187K | 0.31% | 106 |
|
2024
Q1 | $6.81M | Buy |
94,879
+70,070
| +282% | +$5.03M | 0.28% | 123 |
|
2023
Q4 | $1.74M | Sell |
24,809
-851
| -3% | -$59.7K | 0.08% | 188 |
|
2023
Q3 | $1.66M | Sell |
25,660
-55
| -0.2% | -$3.56K | 0.08% | 193 |
|
2023
Q2 | $1.81M | Sell |
25,715
-525
| -2% | -$36.9K | 0.09% | 193 |
|
2023
Q1 | $1.83M | Buy |
26,240
+230
| +0.9% | +$16K | 0.09% | 195 |
|
2022
Q4 | $1.86M | Buy |
26,010
+130
| +0.5% | +$9.28K | 0.09% | 192 |
|
2022
Q3 | $1.76M | Sell |
25,880
-6,595
| -20% | -$449K | 0.1% | 190 |
|
2022
Q2 | $2.32M | Buy |
+32,475
| New | +$2.32M | 0.12% | 183 |
|