Longfellow Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,549
| Closed | -$374K | – | 307 |
|
|
2024
Q4 | $374K | Sell |
4,549
-294
| -6% | -$24.2K | 0.1% | 116 |
|
|
2024
Q3 | $437K | Sell |
4,843
-1,957
| -29% | -$176K | 0.11% | 110 |
|
|
2024
Q2 | $527K | Buy |
6,800
+47
| +0.7% | +$3.65K | 0.13% | 89 |
|
|
2024
Q1 | $484K | Buy |
6,753
+45
| +0.7% | +$3.23K | 0.11% | 95 |
|
|
2023
Q4 | $470K | Sell |
6,708
-3,526
| -34% | -$247K | 0.12% | 93 |
|
|
2023
Q3 | $662K | Buy |
+10,234
| New | +$662K | 0.18% | 74 |
|
|
2022
Q2 | – | Sell |
-6,029
| Closed | -$438K | – | 395 |
|
|
2022
Q1 | $438K | Sell |
6,029
-5,250
| -47% | -$381K | 0.07% | 164 |
|
|
2021
Q4 | $774K | Sell |
11,279
-2,984
| -21% | -$205K | 0.13% | 138 |
|
|
2021
Q3 | $884K | Hold |
14,263
| – | – | 0.14% | 136 |
|
|
2021
Q2 | $864K | Sell |
14,263
-9,478
| -40% | -$574K | 0.12% | 147 |
|
|
2021
Q1 | $1.48M | Buy |
23,741
+5,206
| +28% | +$324K | 0.18% | 133 |
|
|
2020
Q4 | $1.14M | Buy |
+18,535
| New | +$1.14M | 0.14% | 149 |
|