Railway Pension Investments’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 | $7M | Hold |
76,200
| – | – | 0.1% | 159 |
|
|
2025
Q1 | $7.01M | Buy |
76,200
+18,500
| +32% | +$1.7M | 0.1% | 161 |
|
|
2024
Q4 | $4.75M | Hold |
57,700
| – | – | 0.06% | 175 |
|
|
2024
Q3 | $5.2M | Buy |
+57,700
| New | +$5.2M | 0.06% | 178 |
|
|
2023
Q1 | – | Sell |
-206,100
| Closed | -$14.7M | – | 229 |
|
|
2022
Q4 | $14.7M | Hold |
206,100
| – | – | 0.15% | 129 |
|
|
2022
Q3 | $14M | Buy |
206,100
+124,200
| +152% | +$8.45M | 0.15% | 124 |
|
|
2022
Q2 | $5.84M | Sell |
81,900
-2,100
| -3% | -$150K | 0.06% | 178 |
|
|
2022
Q1 | $6.09M | Buy |
+84,000
| New | +$6.09M | 0.05% | 187 |
|
|
2020
Q4 | – | Sell |
-259,192
| Closed | -$14.1M | – | 281 |
|
|
2020
Q3 | $14.1M | Sell |
259,192
-215,600
| -45% | -$11.7M | 0.15% | 143 |
|
|
2020
Q2 | $24.6M | Buy |
474,792
+11,500
| +2% | +$596K | 0.28% | 87 |
|
|
2020
Q1 | $25.1M | Buy |
463,292
+20,500
| +5% | +$1.11M | 0.35% | 71 |
|
|
2019
Q4 | $28.2M | Buy |
442,792
+75,700
| +21% | +$4.82M | 0.32% | 81 |
|
|
2019
Q3 | $22.7M | Buy |
367,092
+228,253
| +164% | +$14.1M | 0.28% | 91 |
|
|
2019
Q2 | $7.68M | Hold |
138,839
| – | – | 0.1% | 204 |
|
|
2019
Q1 | $7.18M | Buy |
138,839
+48,137
| +53% | +$2.49M | 0.1% | 201 |
|
|
2018
Q4 | $3.98M | Buy |
+90,702
| New | +$3.98M | 0.08% | 253 |
|