Slocum, Gordon & Co’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 | $127K | Sell |
1,381
-70
| -5% | -$6.43K | 0.1% | 68 |
|
|
2025
Q1 | $133K | Hold |
1,451
| – | – | 0.1% | 63 |
|
|
2024
Q4 | $119K | Sell |
1,451
-907,302
| -100% | -$74.7M | 0.1% | 66 |
|
|
2024
Q3 | $37.7M | Buy |
908,753
+907,219
| +59,141% | +$37.6M | 15.17% | 2 |
|
|
2024
Q2 | $119K | Hold |
1,534
| – | – | 0.09% | 64 |
|
|
2024
Q1 | $110K | Hold |
1,534
| – | – | 0.08% | 65 |
|
|
2023
Q4 | $108K | Buy |
1,534
+500
| +48% | +$35.1K | 0.09% | 63 |
|
|
2023
Q3 | $66.9K | Hold |
1,034
| – | – | 0.06% | 79 |
|
|
2023
Q2 | $72.6K | Hold |
1,034
| – | – | 0.05% | 69 |
|
|
2023
Q1 | $71.9K | Sell |
1,034
-1
| -0.1% | -$70 | 0.06% | 74 |
|
|
2022
Q4 | $73.9K | Buy |
+1,035
| New | +$73.9K | 0.05% | 70 |
|