Oak Thistle LLC’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 | – | Sell |
-4,085
| Closed | -$376K | – | 587 |
|
|
2025
Q1 | $376K | Buy |
+4,085
| New | +$376K | 0.08% | 331 |
|
|
2024
Q4 | – | Sell |
-3,260
| Closed | -$294K | – | 540 |
|
|
2024
Q3 | $294K | Buy |
+3,260
| New | +$294K | 0.1% | 333 |
|
|
2022
Q2 | – | Sell |
-13,614
| Closed | -$988K | – | 387 |
|
|
2022
Q1 | $988K | Buy |
+13,614
| New | +$988K | 0.52% | 27 |
|