Platform Technology 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
3,910
+703
| +22% | +$65K | 0.07% | 189 |
|
|
2025
Q4 | $280K | Sell |
3,207
-280
| -8% | -$25.6K | 0.06% | 207 |
|
|
2025
Q3 | $330K | Sell |
3,487
-175
| -5% | -$16.3K | 0.08% | 184 |
|
|
2025
Q2 | $336K | Sell |
3,662
-210
| -5% | -$18.9K | 0.09% | 186 |
|
|
2025
Q1 | $356K | Buy |
3,872
+145
| +4% | +$12.6K | 0.1% | 165 |
|
|
2024
Q4 | $307K | Buy |
3,727
+299
| +9% | +$26.2K | 0.09% | 163 |
|
|
2024
Q3 | $309K | Sell |
3,428
-57
| -2% | -$4.87K | 0.1% | 174 |
|
|
2024
Q2 | $270K | Buy |
+3,485
| New | +$264K | 0.09% | 178 |
|
|
2023
Q4 | $210K | Buy |
+3,070
| New | +$211K | 0.08% | 183 |
|
|
2023
Q3 | – | Sell |
-4,808
| Closed | -$340K | – | 218 |
|
|
2023
Q2 | $340K | Sell |
4,808
-27
| -0.6% | -$1.94K | 0.16% | 137 |
|
|
2023
Q1 | $336K | Buy |
4,835
+207
| +4% | +$13.9K | 0.17% | 138 |
|
|
2022
Q4 | $330K | Sell |
4,628
-127
| -3% | -$8.49K | 0.17% | 134 |
|
|
2022
Q3 | $323K | Sell |
4,755
-246
| -5% | -$18.6K | 0.18% | 125 |
|
|
2022
Q2 | $357K | Buy |
5,001
+105
| +2% | +$7.71K | 0.19% | 121 |
|
|
2022
Q1 | $355K | Sell |
4,896
-546
| -10% | -$37K | 0.17% | 131 |
|
|
2021
Q4 | $373K | Sell |
5,442
-142
| -3% | -$9.05K | 0.16% | 141 |
|
|
2021
Q3 | $346K | Sell |
5,584
-12,463
| -69% | -$802K | 0.16% | 152 |
|
|
2021
Q2 | $1.09M | Buy |
+18,047
| New | +$1.15M | 0.45% | 57 |
|
|
2020
Q4 | $1.34M | Sell |
21,796
-330
| -1% | -$19.8K | 0.65% | 35 |
|
|
2020
Q3 | $1.2M | Buy |
22,126
+9
| +0% | +$481 | 0.74% | 31 |
|
|
2020
Q2 | $1.15M | Buy |
22,117
+3,243
| +17% | +$180K | 0.81% | 27 |
|
|
2020
Q1 | $1.02M | Buy |
18,874
+14,791
| +362% | +$937K | 0.93% | 25 |
|
|
2019
Q4 | $260K | Buy |
+4,083
| New | +$253K | 0.2% | 136 |
|
Other funds holding SO
VCM
VPM
