Fourpath 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 | $1,000K | Sell |
10,887
-1,710
| -14% | -$157K | 0.16% | 95 |
|
|
2025
Q1 | $1.16M | Sell |
12,597
-81
| -0.6% | -$7.45K | 0.2% | 85 |
|
|
2024
Q4 | $1.04M | Sell |
12,678
-65
| -0.5% | -$5.35K | 0.19% | 88 |
|
|
2024
Q3 | $1.15M | Sell |
12,743
-3,576
| -22% | -$322K | 0.21% | 87 |
|
|
2024
Q2 | $1.27M | Sell |
16,319
-1,472
| -8% | -$114K | 0.94% | 20 |
|
|
2024
Q1 | $1.28M | Sell |
17,791
-286
| -2% | -$20.5K | 0.89% | 20 |
|
|
2023
Q4 | $1.27M | Sell |
18,077
-399
| -2% | -$28K | 0.86% | 22 |
|
|
2023
Q3 | $1.2M | Sell |
18,476
-15
| -0.1% | -$971 | 0.9% | 26 |
|
|
2023
Q2 | $1.3M | Sell |
18,491
-1,733
| -9% | -$122K | 1.57% | 11 |
|
|
2023
Q1 | $1.41M | Hold |
20,224
| – | – | 0.98% | 17 |
|
|
2022
Q4 | $1.44M | Buy |
20,224
+484
| +2% | +$34.6K | 1.05% | 20 |
|
|
2022
Q3 | $1.34M | Buy |
19,740
+25
| +0.1% | +$1.7K | 0.92% | 23 |
|
|
2022
Q2 | $1.41M | Sell |
19,715
-1,212
| -6% | -$86.4K | 0.87% | 21 |
|
|
2022
Q1 | $1.52M | Hold |
20,927
| – | – | 0.6% | 33 |
|
|
2021
Q4 | $1.44M | Buy |
+20,927
| New | +$1.44M | 0.55% | 33 |
|