Requisite 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 | $330K | Sell |
3,595
-549
| -13% | -$50.4K | 0.07% | 66 |
|
|
2025
Q1 | $381K | Sell |
4,144
-984
| -19% | -$90.5K | 0.09% | 54 |
|
|
2024
Q4 | $422K | Hold |
5,128
| – | – | 0.09% | 57 |
|
|
2024
Q3 | $462K | Hold |
5,128
| – | – | 0.1% | 41 |
|
|
2024
Q2 | $398K | Hold |
5,128
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $368K | Hold |
5,128
| – | – | 0.08% | 58 |
|
|
2023
Q4 | $360K | Buy |
+5,128
| New | +$360K | 0.09% | 47 |
|