Maverick Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,464
| Closed | -$243K | – | 532 |
|
|
2023
Q4 | $243K | Sell |
3,464
-8,740
| -72% | -$613K | ﹤0.01% | 308 |
|
|
2023
Q3 | $790K | Buy |
+12,204
| New | +$790K | 0.02% | 138 |
|
|
2021
Q4 | – | Sell |
-16,772
| Closed | -$1.04M | – | 592 |
|
|
2021
Q3 | $1.04M | Buy |
16,772
+3,044
| +22% | +$189K | 0.01% | 295 |
|
|
2021
Q2 | $831K | Buy |
+13,728
| New | +$831K | 0.01% | 335 |
|
|
2021
Q1 | – | Sell |
-18,436
| Closed | -$1.13M | – | 847 |
|
|
2020
Q4 | $1.13M | Buy |
+18,436
| New | +$1.13M | 0.02% | 217 |
|
|
2020
Q3 | – | Sell |
-40,099
| Closed | -$2.08M | – | 694 |
|
|
2020
Q2 | $2.08M | Buy |
+40,099
| New | +$2.08M | 0.04% | 171 |
|