Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
7,477
+596
| +9% | +$54.7K | 0.02% | 450 |
|
|
2025
Q1 | $633K | Buy |
6,881
+371
| +6% | +$34.1K | 0.02% | 431 |
|
|
2024
Q4 | $536K | Buy |
6,510
+23
| +0.4% | +$1.89K | 0.02% | 478 |
|
|
2024
Q3 | $585K | Sell |
6,487
-119
| -2% | -$10.7K | 0.02% | 453 |
|
|
2024
Q2 | $512K | Buy |
6,606
+731
| +12% | +$56.7K | 0.02% | 454 |
|
|
2024
Q1 | $421K | Buy |
5,875
+336
| +6% | +$24.1K | 0.02% | 491 |
|
|
2023
Q4 | $388K | Sell |
5,539
-2,472
| -31% | -$173K | 0.02% | 496 |
|
|
2023
Q3 | $518K | Sell |
8,011
-1,343
| -14% | -$86.9K | 0.02% | 383 |
|
|
2023
Q2 | $657K | Buy |
9,354
+1,003
| +12% | +$70.5K | 0.03% | 340 |
|
|
2023
Q1 | $581K | Buy |
8,351
+3,881
| +87% | +$270K | 0.03% | 351 |
|
|
2022
Q4 | $319K | Buy |
4,470
+206
| +5% | +$14.7K | 0.02% | 468 |
|
|
2022
Q3 | $290K | Buy |
+4,264
| New | +$290K | 0.02% | 454 |
|
|
2022
Q2 | – | Sell |
-3,138
| Closed | -$228K | – | 673 |
|
|
2022
Q1 | $228K | Buy |
+3,138
| New | +$228K | 0.01% | 570 |
|
|
2021
Q1 | – | Sell |
-9,663
| Closed | -$594K | – | 517 |
|
|
2020
Q4 | $594K | Buy |
9,663
+113
| +1% | +$6.95K | 0.03% | 270 |
|
|
2020
Q3 | $518K | Buy |
9,550
+37
| +0.4% | +$2.01K | 0.04% | 258 |
|
|
2020
Q2 | $493K | Sell |
9,513
-705
| -7% | -$36.5K | 0.04% | 240 |
|
|
2020
Q1 | $553K | Buy |
10,218
+562
| +6% | +$30.4K | 0.05% | 210 |
|
|
2019
Q4 | $615K | Buy |
+9,656
| New | +$615K | 0.05% | 216 |
|