Fidelis Capital 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 | $1.23M | Buy |
13,005
+587
| +5% | +$55.6K | 0.11% | 151 |
|
|
2025
Q1 | $1.12M | Sell |
12,418
-106
| -0.8% | -$9.59K | 0.12% | 141 |
|
|
2024
Q4 | $1.05M | Buy |
12,524
+2,107
| +20% | +$177K | 0.11% | 159 |
|
|
2024
Q3 | $981K | Buy |
10,417
+104
| +1% | +$9.79K | 0.12% | 154 |
|
|
2024
Q2 | $900K | Sell |
10,313
-450
| -4% | -$39.3K | 0.13% | 145 |
|
|
2024
Q1 | $772K | Buy |
10,763
+1,147
| +12% | +$82.3K | 0.12% | 162 |
|
|
2023
Q4 | $674K | Buy |
9,616
+122
| +1% | +$8.56K | 0.15% | 141 |
|
|
2023
Q3 | $614K | Buy |
9,494
+2,570
| +37% | +$166K | 0.21% | 112 |
|
|
2023
Q2 | $486K | Buy |
6,924
+15
| +0.2% | +$1.05K | 0.18% | 134 |
|
|
2023
Q1 | $518K | Buy |
6,909
+3,135
| +83% | +$235K | 0.22% | 116 |
|
|
2022
Q4 | $270K | Buy |
+3,774
| New | +$270K | 0.32% | 89 |
|