IIL
Insight Inv LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
8,845
-185
| -2% | -$17K | 0.54% | 58 |
|
|
2025
Q1 | $830K | Hold |
9,030
| – | – | 0.57% | 58 |
|
|
2024
Q4 | $743K | Buy |
9,030
+700
| +8% | +$57.6K | 0.52% | 57 |
|
|
2024
Q3 | $751K | Sell |
8,330
-20
| -0.2% | -$1.8K | 0.63% | 54 |
|
|
2024
Q2 | $648K | Sell |
8,350
-355
| -4% | -$27.5K | 0.56% | 56 |
|
|
2024
Q1 | $624K | Sell |
8,705
-1,825
| -17% | -$131K | 0.54% | 57 |
|
|
2023
Q4 | $738K | Buy |
10,530
+150
| +1% | +$10.5K | 0.72% | 54 |
|
|
2023
Q3 | $690K | Sell |
10,380
-190
| -2% | -$12.6K | 0.76% | 51 |
|
|
2023
Q2 | $743K | Buy |
10,570
+1,615
| +18% | +$113K | 0.76% | 52 |
|
|
2023
Q1 | $623K | Buy |
8,955
+40
| +0.4% | +$2.78K | 0.67% | 59 |
|
|
2022
Q4 | $637K | Hold |
8,915
| – | – | 0.64% | 61 |
|
|
2022
Q3 | $606K | Sell |
8,915
-575
| -6% | -$39.1K | 0.67% | 61 |
|
|
2022
Q2 | $677K | Hold |
9,490
| – | – | 0.68% | 59 |
|
|
2022
Q1 | $688K | Buy |
9,490
+1,595
| +20% | +$116K | 0.62% | 61 |
|
|
2021
Q4 | $541K | Buy |
+7,895
| New | +$541K | 0.5% | 63 |
|