L.M. Kohn & Company’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 | $607K | Sell |
6,605
-8,605
| -57% | -$790K | 0.16% | 116 |
|
|
2025
Q1 | $1.4M | Sell |
15,210
-2,130
| -12% | -$196K | 0.37% | 47 |
|
|
2024
Q4 | $1.43M | Sell |
17,340
-346
| -2% | -$28.5K | 0.37% | 49 |
|
|
2024
Q3 | $1.59M | Buy |
17,686
+1,480
| +9% | +$133K | 0.4% | 47 |
|
|
2024
Q2 | $1.26M | Buy |
16,206
+971
| +6% | +$75.3K | 0.34% | 57 |
|
|
2024
Q1 | $1.09M | Buy |
15,235
+495
| +3% | +$35.5K | 0.31% | 63 |
|
|
2023
Q4 | $1.03M | Sell |
14,740
-1,001
| -6% | -$70.2K | 0.33% | 60 |
|
|
2023
Q3 | $1.02M | Buy |
15,741
+793
| +5% | +$51.3K | 0.37% | 58 |
|
|
2023
Q2 | $1.05M | Sell |
14,948
-112
| -0.7% | -$7.87K | 0.4% | 55 |
|
|
2023
Q1 | $1.05M | Buy |
15,060
+1,456
| +11% | +$101K | 0.43% | 52 |
|
|
2022
Q4 | $971K | Buy |
13,604
+674
| +5% | +$48.1K | 0.45% | 55 |
|
|
2022
Q3 | $880K | Sell |
12,930
-570
| -4% | -$38.8K | 0.43% | 55 |
|
|
2022
Q2 | $963K | Buy |
13,500
+1,965
| +17% | +$140K | 0.45% | 55 |
|
|
2022
Q1 | $837K | Buy |
+11,535
| New | +$837K | 0.32% | 75 |
|