Mizuho Securities USA’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.98M Sell
75,957
-11,774
-13% -$1.08M 0.15% 136
2025
Q1
$8.07M Sell
87,731
-16,115
-16% -$1.48M 0.17% 114
2024
Q4
$8.55M Buy
103,846
+32,943
+46% +$2.71M 0.16% 118
2024
Q3
$6.39M Sell
70,903
-13,408
-16% -$1.21M 0.14% 132
2024
Q2
$6.54M Buy
+84,311
New +$6.54M 0.14% 129
2018
Q1
Sell
-50,000
Closed -$2.4M 145
2017
Q4
$2.4M Sell
50,000
-25,000
-33% -$1.2M 0.13% 45
2017
Q3
$3.69M Buy
+75,000
New +$3.69M 0.19% 34