Covalis Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-192,044
| Closed | -$14.9M | – | 79 |
|
|
2024
Q2 | $14.9M | Buy |
+192,044
| New | +$14.9M | 2.03% | 16 |
|
|
2023
Q4 | – | Sell |
-199,961
| Closed | -$12.9M | – | 70 |
|
|
2023
Q3 | $12.9M | Buy |
199,961
+43,169
| +28% | +$2.79M | 2.29% | 14 |
|
|
2023
Q2 | $11M | Buy |
+156,792
| New | +$11M | 2.36% | 12 |
|
|
2018
Q1 | – | Sell |
-129,474
| Closed | -$6.23M | – | 39 |
|
|
2017
Q4 | $6.23M | Buy |
+129,474
| New | +$6.23M | 3.91% | 11 |
|