Kennedy Investment Group’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 | $801K | Buy |
8,721
+28
| +0.3% | +$2.57K | 0.34% | 68 |
|
|
2025
Q1 | $799K | Buy |
8,693
+1
| +0% | +$92 | 0.37% | 68 |
|
|
2024
Q4 | $716K | Sell |
8,692
-54
| -0.6% | -$4.45K | 0.32% | 69 |
|
|
2024
Q3 | $789K | Sell |
8,746
-210
| -2% | -$18.9K | 0.36% | 68 |
|
|
2024
Q2 | $695K | Buy |
8,956
+235
| +3% | +$18.2K | 0.35% | 66 |
|
|
2024
Q1 | $626K | Buy |
8,721
+149
| +2% | +$10.7K | 0.33% | 73 |
|
|
2023
Q4 | $601K | Buy |
8,572
+110
| +1% | +$7.71K | 0.34% | 75 |
|
|
2023
Q3 | $548K | Buy |
8,462
+710
| +9% | +$46K | 0.33% | 77 |
|
|
2023
Q2 | $545K | Sell |
7,752
-329
| -4% | -$23.1K | 0.32% | 77 |
|
|
2023
Q1 | $562K | Buy |
8,081
+968
| +14% | +$67.4K | 0.34% | 74 |
|
|
2022
Q4 | $508K | Buy |
+7,113
| New | +$508K | 0.32% | 75 |
|