Caption 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
Q1 | – | Hold |
0
| – | – | – | 1041 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 958 |
|
|
2021
Q3 | – | Sell |
-8,800
| Closed | -$532K | – | 887 |
|
|
2021
Q2 | $532K | Buy |
+8,800
| New | +$532K | 0.01% | 255 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 720 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 552 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 510 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$113K | – | 337 |
|
|
2018
Q3 | $113K | Buy |
+2,600
| New | +$113K | 0.01% | 181 |
|