Private Capital Management (Florida)’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 | $770K | Hold |
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|
2025
Q2 | $746K | Hold |
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|
2025
Q1 | $747K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $940K | Hold |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
|