&Partners’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 | $13.2M | Buy |
144,094
+20,356
| +16% | +$1.87M | 0.1% | 192 |
|
|
2025
Q1 | $11.3M | Buy |
123,738
+9,655
| +8% | +$881K | 0.12% | 166 |
|
|
2024
Q4 | $9.44M | Buy |
114,083
+39,074
| +52% | +$3.23M | 0.11% | 178 |
|
|
2024
Q3 | $6.76M | Buy |
75,009
+31,899
| +74% | +$2.88M | 0.13% | 162 |
|
|
2024
Q2 | $3.34M | Buy |
43,110
+25,832
| +150% | +$2M | 0.15% | 154 |
|
|
2024
Q1 | $1.24M | Buy |
17,278
+7,564
| +78% | +$543K | 0.17% | 119 |
|
|
2023
Q4 | $682K | Buy |
9,714
+232
| +2% | +$16.3K | 0.17% | 133 |
|
|
2023
Q3 | $614K | Buy |
9,482
+52
| +0.6% | +$3.37K | 0.29% | 68 |
|
|
2023
Q2 | $662K | Buy |
9,430
+2,395
| +34% | +$168K | 0.3% | 66 |
|
|
2023
Q1 | $489K | Sell |
7,035
-67
| -0.9% | -$4.66K | 0.24% | 87 |
|
|
2022
Q4 | $507K | Sell |
7,102
-300
| -4% | -$21.4K | 0.25% | 81 |
|
|
2022
Q3 | $503K | Hold |
7,402
| – | – | 0.29% | 78 |
|
|
2022
Q2 | $528K | Buy |
7,402
+684
| +10% | +$48.8K | 0.3% | 76 |
|
|
2022
Q1 | $487K | Buy |
6,718
+2,875
| +75% | +$208K | 0.27% | 89 |
|
|
2021
Q4 | $264K | Hold |
3,843
| – | – | 0.16% | 141 |
|
|
2021
Q3 | $238K | Buy |
+3,843
| New | +$238K | 0.15% | 151 |
|