INTECH Investment 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 | $10.8M | Buy |
117,585
+1,526
| +1% | +$140K | 0.1% | 169 |
|
|
2025
Q1 | $10.7M | Buy |
116,059
+30,618
| +36% | +$2.82M | 0.11% | 149 |
|
|
2024
Q4 | $7.03M | Buy |
85,441
+40,249
| +89% | +$3.31M | 0.07% | 241 |
|
|
2024
Q3 | $4.08M | Buy |
45,192
+5,266
| +13% | +$475K | 0.05% | 297 |
|
|
2024
Q2 | $3.1M | Sell |
39,926
-1,864
| -4% | -$145K | 0.04% | 347 |
|
|
2024
Q1 | $3M | Buy |
41,790
+33,120
| +382% | +$2.38M | 0.04% | 304 |
|
|
2023
Q4 | $608K | Hold |
8,670
| – | – | 0.01% | 509 |
|
|
2023
Q3 | $561K | Sell |
8,670
-24,931
| -74% | -$1.61M | 0.01% | 556 |
|
|
2023
Q2 | $2.36M | Sell |
33,601
-22,152
| -40% | -$1.56M | 0.02% | 355 |
|
|
2023
Q1 | $3.88M | Sell |
55,753
-2,007
| -3% | -$140K | 0.03% | 399 |
|
|
2022
Q4 | $4.12M | Sell |
57,760
-6,028
| -9% | -$430K | 0.03% | 397 |
|
|
2022
Q3 | $4.34M | Sell |
63,788
-43,381
| -40% | -$2.95M | 0.03% | 375 |
|
|
2022
Q2 | $7.64M | Buy |
+107,169
| New | +$7.64M | 0.04% | 321 |
|