Neo Ivy 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
Q1 | – | Sell |
-45,360
| Closed | -$3.73M | – | 411 |
|
|
2024
Q4 | $3.73M | Buy |
+45,360
| New | +$3.73M | 0.75% | 25 |
|
|
2022
Q2 | – | Sell |
-5,490
| Closed | -$398K | – | 599 |
|
|
2022
Q1 | $398K | Buy |
+5,490
| New | +$398K | 0.36% | 98 |
|
|
2021
Q4 | – | Sell |
-1,351
| Closed | -$70K | – | 615 |
|
|
2021
Q3 | $70K | Buy |
+1,351
| New | +$70K | 0.08% | 290 |
|
|
2021
Q2 | – | Sell |
-3,893
| Closed | -$242K | – | 600 |
|
|
2021
Q1 | $242K | Buy |
+3,893
| New | +$242K | 0.27% | 139 |
|
|
2020
Q3 | – | Sell |
-1,351
| Closed | -$70K | – | 605 |
|
|
2020
Q2 | $70K | Buy |
1,351
+1,223
| +955% | +$63.4K | 0.08% | 290 |
|
|
2020
Q1 | $7K | Sell |
128
-6,800
| -98% | -$372K | 0.01% | 427 |
|
|
2019
Q4 | $441K | Buy |
+6,928
| New | +$441K | 0.51% | 86 |
|
|
2019
Q1 | – | Sell |
-5,132
| Closed | -$225K | – | 391 |
|
|
2018
Q4 | $225K | Buy |
+5,132
| New | +$225K | 0.18% | 211 |
|