&Partners’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 | $15.1M | Buy |
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|
2025
Q2 | $13.2M | Buy |
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|
2025
Q1 | $11.3M | Buy |
|
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|
2024
Q4 | $9.44M | Buy |
|
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|
2024
Q3 | $6.76M | Buy |
|
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $662K | Buy |
|
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $238K | Buy |
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