Saxony 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 | $242K | Sell |
2,633
-274
| -9% | -$25.2K | 0.19% | 108 |
|
|
2025
Q1 | $267K | Sell |
2,907
-161
| -5% | -$14.8K | 0.23% | 89 |
|
|
2024
Q4 | $253K | Sell |
3,068
-154
| -5% | -$12.7K | 0.22% | 103 |
|
|
2024
Q3 | $291K | Hold |
3,222
| – | – | 0.27% | 93 |
|
|
2024
Q2 | $250K | Sell |
3,222
-26
| -0.8% | -$2.02K | 0.27% | 96 |
|
|
2024
Q1 | $233K | Sell |
3,248
-200
| -6% | -$14.3K | 0.28% | 89 |
|
|
2023
Q4 | $242K | Buy |
+3,448
| New | +$242K | 0.32% | 84 |
|