Northeast 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
$206K Hold
2,247
0.01% 184
2025
Q1
$207K Buy
+2,247
New +$207K 0.01% 178
2024
Q4
Sell
-2,247
Closed -$203K 189
2024
Q3
$203K Sell
2,247
-350
-13% -$31.6K 0.01% 182
2024
Q2
$201K Buy
+2,597
New +$201K 0.01% 179