Fidelis Capital Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Buy |
|
|||||
|
2025
Q2 | $1.23M | Buy |
|
|||||
|
2025
Q1 | $1.12M | Sell |
|
|||||
|
2024
Q4 | $1.05M | Buy |
|
|||||
|
2024
Q3 | $981K | Buy |
|
|||||
|
2024
Q2 | $900K | Sell |
|
|||||
|
2024
Q1 | $772K | Buy |
|
|||||
|
2023
Q4 | $674K | Buy |
|
|||||
|
2023
Q3 | $614K | Buy |
|
|||||
|
2023
Q2 | $486K | Buy |
|
|||||
|
2023
Q1 | $518K | Buy |
|
|||||
|
2022
Q4 | $270K | Buy |
|