Greenline 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 | – | Sell |
-1,733
| Closed | -$159K | – | 508 |
|
|
2025
Q1 | $159K | Buy |
1,733
+56
| +3% | +$5.15K | 0.02% | 144 |
|
|
2024
Q4 | $138K | Buy |
+1,677
| New | +$138K | 0.02% | 144 |
|
|
2022
Q2 | – | Sell |
-2,953
| Closed | -$214K | – | 137 |
|
|
2022
Q1 | $214K | Hold |
2,953
| – | – | 0.04% | 117 |
|
|
2021
Q4 | $203K | Buy |
+2,953
| New | +$203K | 0.04% | 121 |
|
|
2020
Q2 | – | Sell |
-16,840
| Closed | -$912K | – | 125 |
|
|
2020
Q1 | $912K | Sell |
16,840
-4,836
| -22% | -$262K | 0.3% | 71 |
|
|
2019
Q4 | $1.38M | Buy |
+21,676
| New | +$1.38M | 0.35% | 62 |
|
|
2019
Q1 | – | Sell |
-16,679
| Closed | -$722K | – | 70 |
|
|
2018
Q4 | $722K | Hold |
16,679
| – | – | 0.23% | 57 |
|
|
2018
Q3 | $722K | Sell |
16,679
-450
| -3% | -$19.5K | 0.23% | 57 |
|
|
2018
Q2 | $794K | Hold |
17,129
| – | – | 0.26% | 53 |
|
|
2018
Q1 | $765K | Buy |
17,129
+349
| +2% | +$15.6K | 0.25% | 57 |
|
|
2017
Q4 | $807K | Buy |
+16,780
| New | +$807K | 0.27% | 55 |
|