Plato Investment 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 | $80.1K | Hold |
876
| – | – | 0.01% | 435 |
|
|
2025
Q1 | $81.4K | Hold |
876
| – | – | 0.01% | 435 |
|
|
2024
Q4 | $72.4K | Sell |
876
-2,916
| -77% | -$241K | 0.01% | 478 |
|
|
2024
Q3 | $342K | Buy |
3,792
+434
| +13% | +$39.1K | 0.03% | 345 |
|
|
2024
Q2 | $260K | Sell |
3,358
-264
| -7% | -$20.5K | 0.02% | 320 |
|
|
2024
Q1 | $260K | Hold |
3,622
| – | – | 0.03% | 303 |
|
|
2023
Q4 | $254K | Buy |
+3,622
| New | +$254K | 0.31% | 85 |
|