Per Stirling Capital 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
Q2
$231K Buy
2,519
+17
+0.7% +$1.56K 0.03% 251
2025
Q1
$230K Buy
2,502
+16
+0.6% +$1.47K 0.03% 242
2024
Q4
$205K Buy
2,486
+17
+0.7% +$1.4K 0.03% 254
2024
Q3
$223K Buy
+2,469
New +$223K 0.03% 242