Corient Private Wealth’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 | $40.3M | Buy |
438,303
+239,113
| +120% | +$22M | 0.04% | 298 |
|
|
2025
Q1 | $18.3M | Sell |
199,190
-50,893
| -20% | -$4.68M | 0.03% | 402 |
|
|
2024
Q4 | $20.4M | Sell |
250,083
-29,017
| -10% | -$2.36M | 0.03% | 390 |
|
|
2024
Q3 | $25.2M | Buy |
279,100
+18,544
| +7% | +$1.67M | 0.04% | 368 |
|
|
2024
Q2 | $20.2M | Buy |
260,556
+513
| +0.2% | +$39.8K | 0.04% | 385 |
|
|
2024
Q1 | $18.7M | Sell |
260,043
-62,872
| -19% | -$4.51M | 0.03% | 409 |
|
|
2023
Q4 | $22.6M | Buy |
322,915
+16,039
| +5% | +$1.12M | 0.04% | 361 |
|
|
2023
Q3 | $19.9M | Buy |
306,876
+8,038
| +3% | +$520K | 0.05% | 349 |
|
|
2023
Q2 | $21M | Buy |
298,838
+4,376
| +1% | +$307K | 0.05% | 324 |
|
|
2023
Q1 | $20.5M | Buy |
294,462
+89,356
| +44% | +$6.22M | 0.06% | 306 |
|
|
2022
Q4 | $14.6M | Buy |
+205,106
| New | +$14.6M | 0.05% | 306 |
|