Lumbard & Kellner’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 |
-63,035
| Closed | -$5.19M | – | 90 |
|
|
2024
Q4 | $5.19M | Sell |
63,035
-2,907
| -4% | -$239K | 2.23% | 18 |
|
|
2024
Q3 | $5.95M | Sell |
65,942
-41
| -0.1% | -$3.7K | 2.62% | 12 |
|
|
2024
Q2 | $5.12M | Sell |
65,983
-418
| -0.6% | -$32.4K | 2.42% | 14 |
|
|
2024
Q1 | $4.76M | Sell |
66,401
-100
| -0.2% | -$7.17K | 2.32% | 19 |
|
|
2023
Q4 | $4.66M | Buy |
+66,501
| New | +$4.66M | 2.7% | 16 |
|