Logan Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11K | Sell |
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|
2025
Q2 | $20.3K | Hold |
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|
2025
Q1 | $20.3K | Hold |
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|
2024
Q4 | $18.2K | Buy |
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|
2024
Q3 | $18.9K | Hold |
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|
2024
Q2 | $16.3K | Hold |
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|
2024
Q1 | $15.1K | Hold |
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|
2023
Q4 | $14.7K | Sell |
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|
2023
Q3 | $27.2K | Hold |
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|
2023
Q2 | $29.5K | Hold |
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|
2023
Q1 | $29.2K | Hold |
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|
2022
Q4 | $30K | Sell |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $42K | Sell |
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|
2021
Q1 | $96K | Buy |
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