Shorepoint Capital Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.73M | Buy |
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|
2025
Q1 | $4.53M | Buy |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $233K | Buy |
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