LMR 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 | $367 | Hold |
4
| – | – | ﹤0.01% | 803 |
|
|
2025
Q1 | $368 | Sell |
4
-102
| -96% | -$9.38K | ﹤0.01% | 876 |
|
|
2024
Q4 | $8.73K | Buy |
106
+102
| +2,550% | +$8.4K | ﹤0.01% | 705 |
|
|
2024
Q3 | $361 | Buy |
+4
| New | +$361 | ﹤0.01% | 597 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 947 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 955 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 853 |
|
|
2021
Q2 | – | Sell |
-47,707
| Closed | -$2.97M | – | 1305 |
|
|
2021
Q1 | $2.97M | Buy |
+47,707
| New | +$2.97M | 0.07% | 247 |
|
|
2020
Q3 | – | Sell |
-19,600
| Closed | -$1.02M | – | 609 |
|
|
2020
Q2 | $1.02M | Buy |
19,600
+8,374
| +75% | +$434K | 0.03% | 357 |
|
|
2020
Q1 | $651K | Sell |
11,226
-6,743
| -38% | -$391K | 0.03% | 158 |
|
|
2019
Q4 | $1.15K | Buy |
17,969
+11,782
| +190% | +$751 | ﹤0.01% | 198 |
|
|
2019
Q3 | $382K | Buy |
+6,187
| New | +$382K | 0.02% | 302 |
|
|
2019
Q2 | – | Sell |
-41,508
| Closed | -$2.15M | – | 566 |
|
|
2019
Q1 | $2.15M | Buy |
+41,508
| New | +$2.15M | 0.11% | 120 |
|
|
2018
Q4 | – | Sell |
-11,889
| Closed | -$518K | – | 467 |
|
|
2018
Q3 | $518K | Buy |
+11,889
| New | +$518K | 0.03% | 183 |
|
|
2017
Q3 | – | Sell |
-30,561
| Closed | -$1.46M | – | 522 |
|
|
2017
Q2 | $1.46M | Buy |
30,561
+19,897
| +187% | +$952K | 0.09% | 231 |
|
|
2017
Q1 | $531K | Buy |
+10,664
| New | +$531K | 0.05% | 206 |
|
|
2016
Q2 | – | Sell |
-35,944
| Closed | -$1.86K | – | 576 |
|
|
2016
Q1 | $1.86K | Buy |
+35,944
| New | +$1.86K | 0.2% | 92 |
|
|
2015
Q4 | – | Sell |
-36,574
| Closed | -$1.63M | – | 336 |
|
|
2015
Q3 | $1.63M | Buy |
+36,574
| New | +$1.63M | 0.18% | 126 |
|
|
2014
Q4 | – | Sell |
-5,927
| Closed | -$258K | – | 459 |
|
|
2014
Q3 | $258K | Buy |
+5,927
| New | +$258K | 0.02% | 230 |
|
|
2014
Q2 | – | Sell |
-6,909
| Closed | -$304K | – | 552 |
|
|
2014
Q1 | $304K | Buy |
+6,909
| New | +$304K | 0.04% | 187 |
|