KG&L Capital Management’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 | $415K | Sell |
4,573
-101
| -2% | -$9.17K | 0.12% | 132 |
|
|
2025
Q1 | $425K | Sell |
4,674
-44
| -0.9% | -$4K | 0.14% | 133 |
|
|
2024
Q4 | $385K | Sell |
4,718
-113
| -2% | -$9.23K | 0.12% | 142 |
|
|
2024
Q3 | $431K | Sell |
4,831
-656
| -12% | -$58.5K | 0.14% | 138 |
|
|
2024
Q2 | $424K | Sell |
5,487
-1,769
| -24% | -$137K | 0.15% | 133 |
|
|
2024
Q1 | $520K | Buy |
7,256
+318
| +5% | +$22.8K | 0.21% | 107 |
|
|
2023
Q4 | $486K | Buy |
6,938
+977
| +16% | +$68.4K | 0.2% | 99 |
|
|
2023
Q3 | $386K | Buy |
5,961
+958
| +19% | +$62.1K | 0.19% | 99 |
|
|
2023
Q2 | $351K | Sell |
5,003
-518
| -9% | -$36.4K | 0.17% | 104 |
|
|
2023
Q1 | $384K | Sell |
5,521
-411
| -7% | -$28.6K | 0.2% | 88 |
|
|
2022
Q4 | $424K | Buy |
+5,932
| New | +$424K | 0.24% | 81 |
|
|
2022
Q3 | – | Sell |
-3,267
| Closed | -$233K | – | 134 |
|
|
2022
Q2 | $233K | Sell |
3,267
-16,424
| -83% | -$1.17M | 0.13% | 110 |
|
|
2022
Q1 | $1.43M | Sell |
19,691
-162
| -0.8% | -$11.7K | 0.6% | 45 |
|
|
2021
Q4 | $1.36M | Buy |
19,853
+2,118
| +12% | +$145K | 0.55% | 51 |
|
|
2021
Q3 | $1.1M | Buy |
17,735
+478
| +3% | +$29.6K | 0.48% | 57 |
|
|
2021
Q2 | $1.04M | Buy |
+17,257
| New | +$1.04M | 0.48% | 58 |
|
|
2021
Q1 | – | Sell |
-6,267
| Closed | -$384K | – | 141 |
|
|
2020
Q4 | $384K | Sell |
6,267
-366
| -6% | -$22.4K | 0.21% | 92 |
|
|
2020
Q3 | $359K | Buy |
+6,633
| New | +$359K | 0.22% | 77 |
|