Smith Anglin Financial’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
Q2
$415K Sell
2025
Q1
$420K Sell
2024
Q4
$555K Buy
2024
Q3
$406K Buy
2024
Q2
$349K Sell
2024
Q1
$370K Buy
2023
Q4
$317K Buy
2023
Q3
$292K Buy
2023
Q2
$317K Buy
2023
Q1
$313K Buy
2022
Q4
$321K Buy
2022
Q3
$305K Buy
2022
Q2
$320K Sell
2022
Q1
$343K Buy
2021
Q4
$290K Buy