Sagefield 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 | $9.36M | Sell |
101,942
-50,588
| -33% | -$4.65M | 1.31% | 24 |
|
|
2025
Q1 | $14M | Buy |
152,530
+19,710
| +15% | +$1.81M | 1.69% | 14 |
|
|
2024
Q4 | $10.9M | Buy |
132,820
+15,527
| +13% | +$1.28M | 1.19% | 19 |
|
|
2024
Q3 | $10.6M | Buy |
117,293
+28,082
| +31% | +$2.53M | 1.15% | 28 |
|
|
2024
Q2 | $6.92M | Buy |
89,211
+47,414
| +113% | +$3.68M | 0.73% | 36 |
|
|
2024
Q1 | $3M | Buy |
41,797
+28,893
| +224% | +$2.07M | 0.37% | 48 |
|
|
2023
Q4 | $905K | Buy |
+12,904
| New | +$905K | 0.12% | 76 |
|