Convergence Investment Partners’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
Q2
Sell
2025
Q1
$529K Buy
2021
Q3
Sell
2021
Q2
$1.12M Buy
2021
Q1
$1.12M Sell
2020
Q4
$1.19M Sell
2020
Q3
$1.17M Sell
2020
Q2
$1.23M Sell
2020
Q1
$1.77M Sell
2019
Q4
$2.74M Sell
2019
Q3
$2.72M Buy
2018
Q2
Sell
2018
Q1
$74K Buy
2016
Q1
Sell
2015
Q4
$2.35M Buy