Boston Partners’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 | $3.59M | Sell |
39,137
-272,913
| -87% | -$25.1M | ﹤0.01% | 477 |
|
|
2025
Q1 | $28.7M | Sell |
312,050
-43,947
| -12% | -$4.04M | 0.03% | 282 |
|
|
2024
Q4 | $29.3M | Buy |
355,997
+10,867
| +3% | +$895K | 0.04% | 288 |
|
|
2024
Q3 | $31.1M | Buy |
345,130
+20,012
| +6% | +$1.8M | 0.04% | 279 |
|
|
2024
Q2 | $25.2M | Sell |
325,118
-555,249
| -63% | -$43.1M | 0.03% | 299 |
|
|
2024
Q1 | $63.2M | Buy |
880,367
+68,561
| +8% | +$4.92M | 0.08% | 234 |
|
|
2023
Q4 | $56.9M | Buy |
+811,806
| New | +$56.9M | 0.08% | 244 |
|