Eastover Investment Advisors’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 | $476K | Hold |
5,185
| – | – | 0.21% | 31 |
|
|
2025
Q1 | $477K | Hold |
5,185
| – | – | 0.23% | 35 |
|
|
2024
Q4 | $427K | Hold |
5,185
| – | – | 0.2% | 37 |
|
|
2024
Q3 | $468K | Hold |
5,185
| – | – | 0.22% | 37 |
|
|
2024
Q2 | $402K | Hold |
5,185
| – | – | 0.19% | 38 |
|
|
2024
Q1 | $372K | Hold |
5,185
| – | – | 0.18% | 39 |
|
|
2023
Q4 | $364K | Hold |
5,185
| – | – | 0.19% | 40 |
|
|
2023
Q3 | $336K | Hold |
5,185
| – | – | 0.2% | 39 |
|
|
2023
Q2 | $364K | Hold |
5,185
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $361K | Hold |
5,185
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $370K | Hold |
5,185
| – | – | 0.21% | 44 |
|
|
2022
Q3 | $332K | Hold |
5,185
| – | – | 0.21% | 44 |
|
|
2022
Q2 | $370K | Sell |
5,185
-4,544
| -47% | -$324K | 0.23% | 43 |
|
|
2022
Q1 | $705K | Buy |
+9,729
| New | +$705K | 0.37% | 38 |
|