Liberty 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 | $253K | Buy |
2,756
+314
| +13% | +$28.8K | 0.05% | 151 |
|
|
2025
Q1 | $225K | Buy |
2,442
+12
| +0.5% | +$1.1K | 0.05% | 155 |
|
|
2024
Q4 | $200K | Hold |
2,430
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $219K | Buy |
+2,430
| New | +$219K | 0.05% | 151 |
|
|
2018
Q1 | – | Sell |
-1,930
| Closed | -$87K | – | 226 |
|
|
2017
Q4 | $87K | Hold |
1,930
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $101K | Hold |
1,930
| – | – | 0.06% | 145 |
|
|
2017
Q2 | $91K | Hold |
1,930
| – | – | 0.06% | 140 |
|
|
2017
Q1 | $96K | Hold |
1,930
| – | – | 0.06% | 131 |
|
|
2016
Q4 | $96K | Hold |
1,930
| – | – | 0.06% | 128 |
|
|
2016
Q3 | $96K | Sell |
1,930
-8,370
| -81% | -$416K | 0.06% | 130 |
|
|
2016
Q2 | $552K | Buy |
+10,300
| New | +$552K | 0.37% | 68 |
|