Sherbrooke Park Advisers’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 | $227K | Sell |
2,467
-7,363
| -75% | -$676K | 0.1% | 366 |
|
|
2025
Q1 | $904K | Sell |
9,830
-5,568
| -36% | -$512K | 0.42% | 35 |
|
|
2024
Q4 | $1.27M | Buy |
15,398
+9,434
| +158% | +$777K | 0.4% | 23 |
|
|
2024
Q3 | $538K | Buy |
+5,964
| New | +$538K | 0.12% | 283 |
|
|
2024
Q1 | – | Sell |
-7,574
| Closed | -$531K | – | 988 |
|
|
2023
Q4 | $531K | Buy |
+7,574
| New | +$531K | 0.25% | 149 |
|
|
2023
Q1 | – | Sell |
-5,800
| Closed | -$414K | – | 310 |
|
|
2022
Q4 | $414K | Buy |
+5,800
| New | +$414K | 0.3% | 150 |
|