NBW 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
Q2 | $225K | Sell |
2,452
-165
| -6% | -$15.2K | 0.05% | 94 |
|
|
2025
Q1 | $241K | Buy |
+2,617
| New | +$241K | 0.05% | 82 |
|
|
2024
Q4 | – | Sell |
-2,623
| Closed | -$237K | – | 108 |
|
|
2024
Q3 | $237K | Sell |
2,623
-572
| -18% | -$51.6K | 0.04% | 97 |
|
|
2024
Q2 | $248K | Sell |
3,195
-359
| -10% | -$27.8K | 0.05% | 86 |
|
|
2024
Q1 | $255K | Sell |
3,554
-72
| -2% | -$5.17K | 0.05% | 89 |
|
|
2023
Q4 | $254K | Sell |
3,626
-10
| -0.3% | -$701 | 0.06% | 87 |
|
|
2023
Q3 | $235K | Sell |
3,636
-260
| -7% | -$16.8K | 0.06% | 90 |
|
|
2023
Q2 | $274K | Buy |
3,896
+395
| +11% | +$27.7K | 0.06% | 87 |
|
|
2023
Q1 | $244K | Buy |
3,501
+491
| +16% | +$34.2K | 0.06% | 93 |
|
|
2022
Q4 | $215K | Buy |
+3,010
| New | +$215K | 0.05% | 96 |
|
|
2022
Q2 | – | Sell |
-2,902
| Closed | -$210K | – | 93 |
|
|
2022
Q1 | $210K | Sell |
2,902
-130
| -4% | -$9.41K | 0.05% | 85 |
|
|
2021
Q4 | $208K | Buy |
+3,032
| New | +$208K | 0.05% | 84 |
|