LCM 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 | $356K | Buy |
3,877
+54
| +1% | +$4.96K | 0.19% | 70 |
|
|
2025
Q1 | $352K | Sell |
3,823
-41
| -1% | -$3.77K | 0.21% | 70 |
|
|
2024
Q4 | $318K | Hold |
3,864
| – | – | 0.18% | 69 |
|
|
2024
Q3 | $348K | Sell |
3,864
-110
| -3% | -$9.92K | 0.2% | 62 |
|
|
2024
Q2 | $308K | Sell |
3,974
-30
| -0.7% | -$2.33K | 0.19% | 61 |
|
|
2024
Q1 | $287K | Buy |
4,004
+49
| +1% | +$3.52K | 0.19% | 71 |
|
|
2023
Q4 | $277K | Sell |
3,955
-73
| -2% | -$5.12K | 0.2% | 68 |
|
|
2023
Q3 | $261K | Buy |
4,028
+1
| +0% | +$65 | 0.21% | 67 |
|
|
2023
Q2 | $283K | Sell |
4,027
-61
| -1% | -$4.29K | 0.23% | 66 |
|
|
2023
Q1 | $284K | Hold |
4,088
| – | – | 0.25% | 61 |
|
|
2022
Q4 | $292K | Sell |
4,088
-49
| -1% | -$3.5K | 0.28% | 52 |
|
|
2022
Q3 | $281K | Hold |
4,137
| – | – | 0.3% | 51 |
|
|
2022
Q2 | $295K | Buy |
4,137
+148
| +4% | +$10.6K | 0.29% | 54 |
|
|
2022
Q1 | $289K | Buy |
3,989
+44
| +1% | +$3.19K | 0.23% | 68 |
|
|
2021
Q4 | $271K | Buy |
+3,945
| New | +$271K | 0.21% | 70 |
|