JCM
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Jacobsen Capital Management’s Southern Company SO Stock Holding History

Jacobsen Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Buy
2,916
+448
+18% +$41.1K 0.1% 90
2025
Q1 		$227K Buy
2,468
+11
+0.4% +$1.01K 0.1% 88
2024
Q4 		$202K Buy
2,457
+13
+0.5% +$1.07K 0.09% 93
2024
Q3 		$220K Buy
+2,444
New +$220K 0.09% 96