Live Oak Investment Partners’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 | $222K | Hold |
2,422
| – | – | 0.17% | 76 |
|
|
2025
Q1 | $223K | Buy |
+2,422
| New | +$223K | 0.18% | 81 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.04M | – | 82 |
|
|
2024
Q3 | – | Hold |
0
| – | -$895K | – | 33 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 37 |
|
|
2023
Q4 | – | Hold |
0
| – | -$727K | – | 37 |
|
|
2023
Q3 | – | Hold |
0
| – | -$782K | – | 40 |
|
|
2023
Q2 | – | Hold |
0
| – | -$778K | – | 41 |
|
|
2023
Q1 | – | Hold |
0
| – | -$774K | – | 38 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 37 |
|