IQ EQ Fund Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Hold |
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|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $412K | Hold |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $453K | Hold |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $378K | Sell |
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|
2020
Q1 | $421K | Hold |
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|
2019
Q4 | $495K | Hold |
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|
2019
Q3 | $480K | Hold |
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|
2019
Q2 | $429K | Buy |
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|
2018
Q4 | $619K | Hold |
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|
2018
Q3 | $632K | Buy |
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|
2018
Q2 | $630K | Buy |
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|
2017
Q1 | $826K | Hold |
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|
2016
Q4 | $829K | Sell |
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|
2016
Q3 | $833K | Sell |
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|
2016
Q2 | $884K | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $992K | Buy |
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|
2015
Q3 | $922K | Sell |
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|
2015
Q2 | $888K | Sell |
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|
2015
Q1 | $970K | Sell |
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|
2014
Q4 | $1.01M | Buy |
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