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SCP Investment’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
11,600
+1,800
+18% +$165K 0.86% 19
2025
Q1
$901K Buy
+9,800
New +$901K 0.77% 23
2024
Q1
Sell
-7,800
Closed -$548K 57
2023
Q4
$548K Buy
+7,800
New +$548K 0.41% 21