Prelude 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 | – | Hold |
0
| – | – | – | 1275 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1365 |
|
|
2022
Q4 | – | Sell |
-9,975
| Closed | -$678K | – | 1461 |
|
|
2022
Q3 | $678K | Buy |
+9,975
| New | +$678K | 0.02% | 529 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1799 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1870 |
|
|
2021
Q3 | – | Sell |
-15,591
| Closed | -$943K | – | 1683 |
|
|
2021
Q2 | $943K | Buy |
+15,591
| New | +$943K | 0.03% | 495 |
|
|
2021
Q1 | – | Sell |
-5,215
| Closed | -$320K | – | 1356 |
|
|
2020
Q4 | $320K | Buy |
+5,215
| New | +$320K | 0.01% | 494 |
|
|
2019
Q4 | – | Sell |
-315
| Closed | -$19K | – | 1724 |
|
|
2019
Q3 | $19K | Buy |
+315
| New | +$19K | ﹤0.01% | 950 |
|
|
2018
Q3 | – | Sell |
-2,387
| Closed | -$111K | – | 1641 |
|
|
2018
Q2 | $111K | Buy |
2,387
+1,017
| +74% | +$47.3K | 0.01% | 699 |
|
|
2018
Q1 | $61K | Buy |
+1,370
| New | +$61K | ﹤0.01% | 890 |
|
|
2017
Q4 | – | Sell |
-2,583
| Closed | -$127K | – | 1537 |
|
|
2017
Q3 | $127K | Buy |
2,583
+66
| +3% | +$3.25K | 0.01% | 734 |
|
|
2017
Q2 | $121K | Buy |
+2,517
| New | +$121K | 0.01% | 657 |
|
|
2015
Q2 | – | Sell |
-220
| Closed | -$10K | – | 1910 |
|
|
2015
Q1 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 1750 |
|
|
2014
Q3 | – | Sell |
-10,011
| Closed | -$454K | – | 1966 |
|
|
2014
Q2 | $454K | Buy |
+10,011
| New | +$454K | 0.06% | 365 |
|
|
2014
Q1 | – | Sell |
-310
| Closed | -$13K | – | 1890 |
|
|
2013
Q4 | $13K | Buy |
+310
| New | +$13K | ﹤0.01% | 1329 |
|