KG&L Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Sell |
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|
2025
Q2 | $415K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $359K | Buy |
|