Freestone Capital Holdings’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 | $6.37M | Buy |
+69,351
| New | +$6.37M | 0.21% | 78 |
|
|
2021
Q1 | – | Sell |
-1,349
| Closed | -$82.9K | – | 1011 |
|
|
2020
Q4 | $82.9K | Buy |
1,349
+124
| +10% | +$7.62K | ﹤0.01% | 463 |
|
|
2020
Q3 | $66.4K | Buy |
+1,225
| New | +$66.4K | ﹤0.01% | 447 |
|
|
2014
Q3 | – | Sell |
-5,764
| Closed | -$262K | – | 174 |
|
|
2014
Q2 | $262K | Buy |
+5,764
| New | +$262K | 0.04% | 177 |
|