KRS 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 | $272K | Sell |
2,961
-39
| -1% | -$3.58K | 0.18% | 89 |
|
|
2025
Q1 | $276K | Sell |
3,000
-133
| -4% | -$12.2K | 0.22% | 87 |
|
|
2024
Q4 | $258K | Sell |
3,133
-299
| -9% | -$24.6K | 0.18% | 96 |
|
|
2024
Q3 | $309K | Sell |
3,432
-265
| -7% | -$23.9K | 0.23% | 85 |
|
|
2024
Q2 | $287K | Sell |
3,697
-43
| -1% | -$3.34K | 0.21% | 92 |
|
|
2024
Q1 | $268K | Sell |
3,740
-663
| -15% | -$47.6K | 0.22% | 99 |
|
|
2023
Q4 | $309K | Sell |
4,403
-493
| -10% | -$34.6K | 0.29% | 84 |
|
|
2023
Q3 | $317K | Sell |
4,896
-139
| -3% | -$9K | 0.34% | 77 |
|
|
2023
Q2 | $354K | Sell |
5,035
-104
| -2% | -$7.31K | 0.35% | 82 |
|
|
2023
Q1 | $358K | Buy |
5,139
+6
| +0.1% | +$417 | 0.4% | 75 |
|
|
2022
Q4 | $367K | Buy |
5,133
+6
| +0.1% | +$428 | 0.5% | 69 |
|
|
2022
Q3 | $348K | Sell |
5,127
-31
| -0.6% | -$2.1K | 0.48% | 66 |
|
|
2022
Q2 | $367K | Buy |
5,158
+10
| +0.2% | +$712 | 0.52% | 66 |
|
|
2022
Q1 | $373K | Sell |
5,148
-41
| -0.8% | -$2.97K | 0.4% | 74 |
|
|
2021
Q4 | $355K | Buy |
+5,189
| New | +$355K | 0.3% | 82 |
|