Lavaca Capital’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 | $11.2K | Hold |
122
| – | – | ﹤0.01% | 223 |
|
|
2025
Q1 | $11.2K | Hold |
122
| – | – | ﹤0.01% | 205 |
|
|
2024
Q4 | $10K | Buy |
+122
| New | +$10K | ﹤0.01% | 258 |
|
|
2019
Q2 | – | Sell |
-1,092
| Closed | -$56K | – | 309 |
|
|
2019
Q1 | $56K | Hold |
1,092
| – | – | 0.05% | 142 |
|
|
2018
Q4 | $48K | Buy |
+1,092
| New | +$48K | 0.05% | 128 |
|