Jefferies Financial Group’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
12,963
-300,232
-96% -$27.6M 0.01% 480
2025
Q1
$28.8M Buy
313,195
+302,651
+2,870% +$27.8M 0.25% 40
2024
Q4
$868K Sell
10,544
-47,456
-82% -$3.91M 0.01% 699
2024
Q3
$5.23M Buy
+58,000
New +$5.23M 0.04% 202
2023
Q3
Sell
-9,445
Closed -$664K 1402
2023
Q2
$664K Buy
9,445
+5,603
+146% +$394K 0.01% 702
2023
Q1
$267K Sell
3,842
-294
-7% -$20.5K ﹤0.01% 860
2022
Q4
$295K Buy
+4,136
New +$295K ﹤0.01% 771