Sanders Morris Harris’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 | $202K | Sell |
2,200
-40
| -2% | -$3.67K | 0.05% | 144 |
|
|
2025
Q1 | $206K | Buy |
+2,240
| New | +$206K | 0.03% | 252 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$207K | – | 312 |
|
|
2024
Q3 | $207K | Buy |
+2,300
| New | +$207K | 0.03% | 253 |
|
|
2017
Q2 | – | Sell |
-4,050
| Closed | -$201K | – | 149 |
|
|
2017
Q1 | $201K | Buy |
+4,050
| New | +$201K | 0.07% | 126 |
|
|
2016
Q2 | – | Sell |
-4,727
| Closed | -$244K | – | 319 |
|
|
2016
Q1 | $244K | Buy |
+4,727
| New | +$244K | 0.04% | 264 |
|