KLCM Advisors’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
$263K Buy
2,862
+154
+6% +$14.1K 0.03% 144
2025
Q1
$249K Sell
2,708
-24
-0.9% -$2.21K 0.03% 148
2024
Q4
$225K Buy
2,732
+99
+4% +$8.15K 0.03% 149
2024
Q3
$237K Buy
+2,633
New +$237K 0.03% 145