Investment Partners Asset 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 | $931K | Buy |
10,139
+2
| +0% | +$184 | 0.65% | 44 |
|
|
2025
Q1 | $932K | Sell |
10,137
-133
| -1% | -$12.2K | 0.73% | 40 |
|
|
2024
Q4 | $845K | Sell |
10,270
-125
| -1% | -$10.3K | 0.66% | 43 |
|
|
2024
Q3 | $937K | Buy |
10,395
+246
| +2% | +$22.2K | 0.77% | 37 |
|
|
2024
Q2 | $787K | Sell |
10,149
-142
| -1% | -$11K | 0.7% | 42 |
|
|
2024
Q1 | $738K | Hold |
10,291
| – | – | 0.67% | 45 |
|
|
2023
Q4 | $722K | Buy |
+10,291
| New | +$722K | 0.72% | 43 |
|