Fullerton Fund 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
$721K Sell
7,849
-6,592
-46% -$605K 0.03% 58
2025
Q1
$1.33M Sell
14,441
-1,448
-9% -$133K 0.09% 52
2024
Q4
$1.31M Buy
15,889
+2,259
+17% +$186K 0.05% 62
2024
Q3
$1.23M Buy
13,630
+6,969
+105% +$628K 0.05% 56
2024
Q2
$517K Buy
+6,661
New +$517K 0.02% 81