Iconiq Capital’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	$539K	Buy	5,872 +1,979	+51%	+$182K	0.01%	171
2025 Q1	$358K	Sell	3,893 -152	-4%	-$14K	0.01%	229
2024 Q4	$333K	Buy	4,045 +960	+31%	+$79K	0.01%	217
2024 Q3	$278K	Buy	+3,085	New	+$278K	0.01%	155