Narwhal Capital 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
Q2 | $354K | Hold |
3,859
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $355K | Hold |
3,859
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $318K | Hold |
3,859
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $348K | Hold |
3,859
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $299K | Buy |
+3,859
| New | +$299K | 0.03% | 143 |
|
|
2014
Q2 | – | Sell |
-5,450
| Closed | -$239K | – | 141 |
|
|
2014
Q1 | $239K | Sell |
5,450
-10,000
| -65% | -$439K | 0.1% | 130 |
|
|
2013
Q4 | $635K | Buy |
15,450
+5,500
| +55% | +$226K | 0.26% | 102 |
|
|
2013
Q3 | $410K | Buy |
+9,950
| New | +$410K | 0.2% | 113 |
|