Plato Investment Management’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
$82.4K Hold
2025
Q2
$80.1K Hold
2025
Q1
$81.4K Hold
2024
Q4
$72.4K Sell
2024
Q3
$342K Buy
2024
Q2
$260K Sell
2024
Q1
$260K Hold
2023
Q4
$254K Buy