Lazari 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 | Buy |
2,962
+12
| +0.4% | +$1.1K | 0.1% | 114 |
|
|
2025
Q1 | $271K | Sell |
2,950
-244
| -8% | -$22.4K | 0.11% | 108 |
|
|
2024
Q4 | $263K | Buy |
3,194
+76
| +2% | +$6.26K | 0.1% | 113 |
|
|
2024
Q3 | $281K | Buy |
3,118
+34
| +1% | +$3.07K | 0.12% | 111 |
|
|
2024
Q2 | $239K | Buy |
3,084
+78
| +3% | +$6.05K | 0.11% | 113 |
|
|
2024
Q1 | $216K | Buy |
3,006
+7
| +0.2% | +$502 | 0.12% | 101 |
|
|
2023
Q4 | $210K | Sell |
2,999
-128
| -4% | -$8.97K | 0.12% | 103 |
|
|
2023
Q3 | $202K | Buy |
+3,127
| New | +$202K | 0.12% | 101 |
|