iSAM Funds (UK)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,253
| Closed | -$597K | – | 418 |
|
|
2024
Q4 | $597K | Buy |
+7,253
| New | +$597K | 0.44% | 75 |
|
|
2024
Q3 | – | Sell |
-4,907
| Closed | -$381K | – | 388 |
|
|
2024
Q2 | $381K | Buy |
+4,907
| New | +$381K | 0.29% | 132 |
|
|
2023
Q3 | – | Sell |
-28,460
| Closed | -$2M | – | 322 |
|
|
2023
Q2 | $2M | Buy |
28,460
+20,975
| +280% | +$1.47M | 1.79% | 2 |
|
|
2023
Q1 | $521K | Buy |
+7,485
| New | +$521K | 0.66% | 56 |
|