Longfellow Investment 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $437K | Sell |
|
|||||
|
2024
Q2 | $527K | Buy |
|
|||||
|
2024
Q1 | $484K | Buy |
|
|||||
|
2023
Q4 | $470K | Sell |
|
|||||
|
2023
Q3 | $662K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $438K | Sell |
|
|||||
|
2021
Q4 | $774K | Sell |
|
|||||
|
2021
Q3 | $884K | Hold |
|
|||||
|
2021
Q2 | $864K | Sell |
|
|||||
|
2021
Q1 | $1.48M | Buy |
|
|||||
|
2020
Q4 | $1.14M | Buy |
|