Sapient 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 | $285K | Buy |
3,107
+17
| +0.6% | +$1.56K | 0.01% | 312 |
|
|
2025
Q1 | $284K | Buy |
3,090
+7
| +0.2% | +$644 | 0.01% | 303 |
|
|
2024
Q4 | $254K | Buy |
3,083
+33
| +1% | +$2.72K | ﹤0.01% | 329 |
|
|
2024
Q3 | $275K | Buy |
3,050
+8
| +0.3% | +$721 | 0.01% | 329 |
|
|
2024
Q2 | $236K | Buy |
3,042
+75
| +3% | +$5.82K | ﹤0.01% | 324 |
|
|
2024
Q1 | $213K | Sell |
2,967
-925
| -24% | -$66.4K | ﹤0.01% | 347 |
|
|
2023
Q4 | $273K | Buy |
+3,892
| New | +$273K | 0.01% | 307 |
|