Novare Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $647K | Sell |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $552K | Hold |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $655K | Buy |
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|
2017
Q4 | $694K | Sell |
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|
2017
Q3 | $717K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $248K | Hold |
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|
2016
Q1 | $239K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $229K | Buy |
|