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