NEOS Investment 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 | $9.5M | Buy |
103,398
+21,390
| +26% | +$1.96M | 0.12% | 157 |
|
|
2025
Q1 | $7.54M | Buy |
82,008
+15,008
| +22% | +$1.38M | 0.14% | 151 |
|
|
2024
Q4 | $5.52M | Buy |
67,000
+16,076
| +32% | +$1.32M | 0.13% | 147 |
|
|
2024
Q3 | $4.59M | Buy |
50,924
+10,556
| +26% | +$952K | 0.14% | 139 |
|
|
2024
Q2 | $3.13M | Buy |
40,368
+12,948
| +47% | +$1M | 0.13% | 145 |
|
|
2024
Q1 | $1.97M | Buy |
27,420
+11,957
| +77% | +$858K | 0.12% | 158 |
|
|
2023
Q4 | $1.08M | Buy |
15,463
+4,304
| +39% | +$302K | 0.1% | 179 |
|
|
2023
Q3 | $722K | Buy |
+11,159
| New | +$722K | 0.09% | 181 |
|