PYA Waltman Capital’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 | $246K | Hold |
2,676
| – | – | 0.07% | 72 |
|
|
2025
Q1 | $246K | Hold |
2,676
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $220K | Hold |
2,676
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $241K | Hold |
2,676
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $208K | Buy |
+2,676
| New | +$208K | 0.08% | 64 |
|
|
2022
Q4 | – | Sell |
-2,696
| Closed | -$183K | – | 170 |
|
|
2022
Q3 | $183K | Hold |
2,696
| – | – | 0.11% | 57 |
|
|
2022
Q2 | $192K | Hold |
2,696
| – | – | 0.11% | 45 |
|
|
2022
Q1 | $195K | Hold |
2,696
| – | – | 0.1% | 45 |
|
|
2021
Q4 | $185K | Buy |
+2,696
| New | +$185K | 0.1% | 45 |
|