Sivia Capital Partners’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 | $294K | Sell |
3,198
-77
| -2% | -$7.07K | 0.09% | 290 |
|
|
2025
Q1 | $301K | Buy |
3,275
+144
| +5% | +$13.2K | 0.14% | 157 |
|
|
2024
Q4 | $258K | Buy |
3,131
+383
| +14% | +$31.5K | 0.13% | 137 |
|
|
2024
Q3 | $248K | Buy |
2,748
+8
| +0.3% | +$721 | 0.15% | 151 |
|
|
2024
Q2 | $213K | Buy |
+2,740
| New | +$213K | 0.14% | 164 |
|