Caldwell Sutter Capital’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 | $98.2K | Hold |
1,069
| – | – | 0.05% | 283 |
|
|
2025
Q1 | $98.3K | Sell |
1,069
-35
| -3% | -$3.22K | 0.05% | 279 |
|
|
2024
Q4 | $90.9K | Sell |
1,104
-19
| -2% | -$1.56K | 0.04% | 282 |
|
|
2024
Q3 | $101K | Buy |
1,123
+1
| +0.1% | +$90 | 0.05% | 281 |
|
|
2024
Q2 | $87K | Sell |
1,122
-142
| -11% | -$11K | 0.04% | 287 |
|
|
2024
Q1 | $90.7K | Buy |
1,264
+50
| +4% | +$3.59K | 0.04% | 284 |
|
|
2023
Q4 | $85.1K | Buy |
1,214
+30
| +3% | +$2.1K | 0.04% | 287 |
|
|
2023
Q3 | $76.6K | Buy |
1,184
+70
| +6% | +$4.53K | 0.04% | 286 |
|
|
2023
Q2 | $78.3K | Buy |
1,114
+460
| +70% | +$32.3K | 0.04% | 280 |
|
|
2023
Q1 | $45.5K | Buy |
+654
| New | +$45.5K | 0.03% | 249 |
|