DDD Partners’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 | $20.2M | Sell |
219,704
-31,878
| -13% | -$2.93M | 2.16% | 18 |
|
|
2025
Q1 | $23.1M | Sell |
251,582
-8,447
| -3% | -$777K | 2.81% | 11 |
|
|
2024
Q4 | $21.4M | Sell |
260,029
-6,892
| -3% | -$567K | 2.63% | 17 |
|
|
2024
Q3 | $24.1M | Sell |
266,921
-28,821
| -10% | -$2.6M | 2.61% | 11 |
|
|
2024
Q2 | $22.9M | Buy |
295,742
+1,691
| +0.6% | +$131K | 2.66% | 9 |
|
|
2024
Q1 | $21.1M | Buy |
+294,051
| New | +$21.1M | 2.58% | 12 |
|