Breakwater Capital Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $849K | Buy |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $823K | Buy |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $345K | Buy |
|