Kovitz Investment Group Partners’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 | $9.02M | Sell |
98,220
-3,895
| -4% | -$358K | 0.04% | 329 |
|
|
2025
Q1 | $9.39M | Buy |
102,115
+2,962
| +3% | +$272K | 0.05% | 283 |
|
|
2024
Q4 | $8.16M | Buy |
99,153
+3,748
| +4% | +$309K | 0.04% | 312 |
|
|
2024
Q3 | $7.38M | Buy |
95,405
+86,879
| +1,019% | +$6.72M | 0.05% | 276 |
|
|
2024
Q2 | $662K | Buy |
8,526
+2,885
| +51% | +$224K | 0.01% | 612 |
|
|
2024
Q1 | $405K | Buy |
+5,641
| New | +$405K | 0.01% | 537 |
|