Echo Street Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,245
| Closed | -$228K | – | 567 |
|
|
2023
Q2 | $228K | Buy |
+3,245
| New | +$228K | ﹤0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-3,191
| Closed | -$231K | – | 699 |
|
|
2022
Q1 | $231K | Buy |
+3,191
| New | +$231K | ﹤0.01% | 548 |
|
|
2021
Q3 | – | Sell |
-17,873
| Closed | -$1.08M | – | 743 |
|
|
2021
Q2 | $1.08M | Buy |
17,873
+9,146
| +105% | +$553K | 0.01% | 198 |
|
|
2021
Q1 | $542K | Buy |
+8,727
| New | +$542K | ﹤0.01% | 278 |
|