Elequin Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-498
| Closed | -$41K | – | 577 |
|
|
2024
Q4 | $41K | Buy |
498
+188
| +61% | +$15.5K | ﹤0.01% | 160 |
|
|
2024
Q3 | $28K | Buy |
+310
| New | +$28K | ﹤0.01% | 122 |
|
|
2024
Q2 | – | Sell |
-139
| Closed | -$9.97K | – | 343 |
|
|
2024
Q1 | $9.97K | Buy |
+139
| New | +$9.97K | ﹤0.01% | 107 |
|
|
2023
Q4 | – | Sell |
-1,253
| Closed | -$81.1K | – | 481 |
|
|
2023
Q3 | $81.1K | Buy |
1,253
+1,031
| +464% | +$66.7K | 0.02% | 152 |
|
|
2023
Q2 | $15.6K | Buy |
+222
| New | +$15.6K | 0.01% | 256 |
|
|
2022
Q3 | – | Sell |
-858
| Closed | -$61K | – | 663 |
|
|
2022
Q2 | $61K | Sell |
858
-133
| -13% | -$9.46K | 0.01% | 125 |
|
|
2022
Q1 | $72K | Buy |
+991
| New | +$72K | 0.01% | 41 |
|