Callan Family Office’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 | $3.69M | Buy |
40,147
+26,899
| +203% | +$2.47M | 0.12% | 190 |
|
|
2025
Q1 | $1.22M | Sell |
13,248
-17,295
| -57% | -$1.59M | 0.09% | 187 |
|
|
2024
Q4 | $2.51M | Buy |
30,543
+25,912
| +560% | +$2.13M | 0.16% | 124 |
|
|
2024
Q3 | $418K | Buy |
4,631
+168
| +4% | +$15.2K | 0.07% | 113 |
|
|
2024
Q2 | $346K | Buy |
+4,463
| New | +$346K | 0.07% | 109 |
|
|
2024
Q1 | – | Sell |
-4,211
| Closed | -$295K | – | 106 |
|
|
2023
Q4 | $295K | Buy |
4,211
+40
| +1% | +$2.81K | 0.07% | 76 |
|
|
2023
Q3 | $270K | Hold |
4,171
| – | – | 0.07% | 75 |
|
|
2023
Q2 | $293K | Buy |
4,171
+106
| +3% | +$7.45K | 0.08% | 87 |
|
|
2023
Q1 | $283K | Buy |
+4,065
| New | +$283K | 0.07% | 131 |
|