Knollwood Investment Advisory’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
$530K Hold
5,776
0.05% 247
2025
Q1
$531K Hold
5,776
0.06% 245
2024
Q4
$475K Hold
5,776
0.05% 261
2024
Q3
$521K Hold
5,776
0.06% 259
2024
Q2
$448K Buy
+5,776
New +$448K 0.05% 266