Linden Thomas Advisory Services’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 | $2.28M | Buy |
24,862
+1,044
| +4% | +$95.9K | 0.25% | 118 |
|
|
2025
Q1 | $2.19M | Buy |
23,818
+93
| +0.4% | +$8.55K | 0.28% | 110 |
|
|
2024
Q4 | $1.95M | Buy |
23,725
+13
| +0.1% | +$1.07K | 0.25% | 137 |
|
|
2024
Q3 | $2.14M | Sell |
23,712
-49
| -0.2% | -$4.42K | 0.29% | 106 |
|
|
2024
Q2 | $1.84M | Sell |
23,761
-83
| -0.3% | -$6.44K | 0.28% | 110 |
|
|
2024
Q1 | $1.71M | Buy |
23,844
+65
| +0.3% | +$4.66K | 0.27% | 130 |
|
|
2023
Q4 | $1.67M | Buy |
23,779
+1,115
| +5% | +$78.2K | 0.31% | 111 |
|
|
2023
Q3 | $1.47M | Sell |
22,664
-685
| -3% | -$44.3K | 0.33% | 111 |
|
|
2023
Q2 | $1.64M | Buy |
23,349
+648
| +3% | +$45.5K | 0.36% | 80 |
|
|
2023
Q1 | $1.58M | Buy |
22,701
+2,423
| +12% | +$169K | 0.39% | 82 |
|
|
2022
Q4 | $1.45M | Buy |
+20,278
| New | +$1.45M | 0.41% | 84 |
|