Liberty Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261K | Hold |
|
|||||
|
2025
Q2 | $253K | Buy |
|
|||||
|
2025
Q1 | $225K | Buy |
|
|||||
|
2024
Q4 | $200K | Hold |
|
|||||
|
2024
Q3 | $219K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $87K | Hold |
|
|||||
|
2017
Q3 | $101K | Hold |
|
|||||
|
2017
Q2 | $91K | Hold |
|
|||||
|
2017
Q1 | $96K | Hold |
|
|||||
|
2016
Q4 | $96K | Hold |
|
|||||
|
2016
Q3 | $96K | Sell |
|
|||||
|
2016
Q2 | $552K | Buy |
|