Sanders Morris Harris’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$202K Sell
2025
Q1
$206K Buy
2024
Q4
Sell
2024
Q3
$207K Buy
2017
Q2
Sell
2017
Q1
$201K Buy
2016
Q2
Sell
2016
Q1
$244K Buy