Oxford Asset 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 |
-8,302
| Closed | -$683K | – | 676 |
|
|
2024
Q4 | $683K | Buy |
+8,302
| New | +$683K | 0.31% | 94 |
|
|
2019
Q4 | – | Sell |
-101,810
| Closed | -$6.29M | – | 2061 |
|
|
2019
Q3 | $6.29M | Sell |
101,810
-36,039
| -26% | -$2.23M | 0.15% | 170 |
|
|
2019
Q2 | $7.62M | Sell |
137,849
-59,212
| -30% | -$3.27M | 0.16% | 142 |
|
|
2019
Q1 | $10.2M | Buy |
197,061
+163,174
| +482% | +$8.43M | 0.22% | 82 |
|
|
2018
Q4 | $1.49M | Sell |
33,887
-102,257
| -75% | -$4.49M | 0.04% | 643 |
|
|
2018
Q3 | $5.92M | Buy |
+136,144
| New | +$5.92M | 0.12% | 182 |
|