Private Capital Management (Florida)’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 | $746K | Hold |
8,122
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $747K | Hold |
8,122
| – | – | 0.08% | 81 |
|
|
2024
Q4 | $669K | Hold |
8,122
| – | – | 0.07% | 79 |
|
|
2024
Q3 | $732K | Sell |
8,122
-4,000
| -33% | -$361K | 0.08% | 71 |
|
|
2024
Q2 | $940K | Hold |
12,122
| – | – | 0.11% | 61 |
|
|
2024
Q1 | $870K | Sell |
12,122
-23,460
| -66% | -$1.68M | 0.1% | 66 |
|
|
2023
Q4 | $2.49M | Buy |
35,582
+28,000
| +369% | +$1.96M | 0.28% | 41 |
|
|
2023
Q3 | $491K | Hold |
7,582
| – | – | 0.06% | 94 |
|
|
2023
Q2 | $533K | Buy |
7,582
+82
| +1% | +$5.76K | 0.06% | 83 |
|
|
2023
Q1 | $522K | Buy |
7,500
+3,500
| +88% | +$244K | 0.06% | 71 |
|
|
2022
Q4 | $286K | Buy |
+4,000
| New | +$286K | 0.04% | 93 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 60 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 57 |
|