Liberty One Investment 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 | $32.4M | Sell |
352,336
-14,224
| -4% | -$1.31M | 3.27% | 3 |
|
|
2025
Q1 | $33.7M | Sell |
366,560
-920
| -0.3% | -$84.6K | 3.41% | 4 |
|
|
2024
Q4 | $30.3M | Sell |
367,480
-715
| -0.2% | -$58.9K | 3.28% | 5 |
|
|
2024
Q3 | $33.2M | Sell |
368,195
-254
| -0.1% | -$22.9K | 3.39% | 4 |
|
|
2024
Q2 | $28.6M | Sell |
368,449
-2,043
| -0.6% | -$158K | 3.22% | 3 |
|
|
2024
Q1 | $26.6M | Buy |
370,492
+7,706
| +2% | +$553K | 3.01% | 8 |
|
|
2023
Q4 | $25.4M | Buy |
362,786
+10,353
| +3% | +$726K | 3.14% | 9 |
|
|
2023
Q3 | $22.8M | Sell |
352,433
-51,455
| -13% | -$3.33M | 3.31% | 8 |
|
|
2023
Q2 | $28.4M | Buy |
403,888
+9,704
| +2% | +$682K | 3.68% | 6 |
|
|
2023
Q1 | $27.4M | Buy |
394,184
+34,327
| +10% | +$2.39M | 3.74% | 4 |
|
|
2022
Q4 | $25.7M | Buy |
359,857
+21,253
| +6% | +$1.52M | 3.69% | 6 |
|
|
2022
Q3 | $23M | Buy |
338,604
+235
| +0.1% | +$16K | 3.79% | 3 |
|
|
2022
Q2 | $20.5M | Sell |
338,369
-25,964
| -7% | -$1.57M | 3.48% | 5 |
|
|
2022
Q1 | $26.4M | Buy |
364,333
+6,776
| +2% | +$491K | 4.01% | 1 |
|
|
2021
Q4 | $24.5M | Buy |
357,557
+15,206
| +4% | +$1.04M | 3.69% | 4 |
|
|
2021
Q3 | $21.2M | Buy |
342,351
+3,982
| +1% | +$247K | 3.62% | 3 |
|
|
2021
Q2 | $20.5M | Buy |
338,369
+5,923
| +2% | +$358K | 3.46% | 5 |
|
|
2021
Q1 | $20.7M | Buy |
332,446
+11,783
| +4% | +$732K | 3.68% | 4 |
|
|
2020
Q4 | $19.7M | Buy |
320,663
+10,009
| +3% | +$615K | 3.7% | 5 |
|
|
2020
Q3 | $16.8M | Buy |
310,654
+21,863
| +8% | +$1.19M | 3.44% | 8 |
|
|
2020
Q2 | $15M | Buy |
288,791
+14,559
| +5% | +$755K | 3.36% | 13 |
|
|
2020
Q1 | $14.8M | Sell |
274,232
-21,043
| -7% | -$1.14M | 3.83% | 4 |
|
|
2019
Q4 | $18.8M | Buy |
+295,275
| New | +$18.8M | 4.07% | 1 |
|