Machina Capital’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 |
-7,131
| Closed | -$587K | – | 367 |
|
|
2024
Q4 | $587K | Buy |
+7,131
| New | +$587K | 0.25% | 148 |
|
|
2024
Q1 | – | Sell |
-11,587
| Closed | -$812K | – | 336 |
|
|
2023
Q4 | $812K | Buy |
11,587
+26
| +0.2% | +$1.82K | 0.52% | 66 |
|
|
2023
Q3 | $748K | Buy |
+11,561
| New | +$748K | 0.42% | 94 |
|
|
2023
Q2 | – | Sell |
-4,581
| Closed | -$319K | – | 497 |
|
|
2023
Q1 | $319K | Buy |
+4,581
| New | +$319K | 0.28% | 134 |
|
|
2021
Q4 | – | Sell |
-9,700
| Closed | -$601K | – | 177 |
|
|
2021
Q3 | $601K | Buy |
9,700
+5,773
| +147% | +$358K | 1.3% | 13 |
|
|
2021
Q2 | $238K | Buy |
+3,927
| New | +$238K | 0.4% | 134 |
|
|
2019
Q2 | – | Sell |
-14,392
| Closed | -$744K | – | 620 |
|
|
2019
Q1 | $744K | Buy |
14,392
+5,586
| +63% | +$289K | 0.3% | 122 |
|
|
2018
Q4 | $387K | Buy |
+8,806
| New | +$387K | 0.26% | 156 |
|