Stamos 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 | $2.39M | Buy |
26,017
+4,734
| +22% | +$435K | 0.43% | 69 |
|
|
2025
Q1 | $1.96M | Sell |
21,283
-5,977
| -22% | -$550K | 0.51% | 69 |
|
|
2024
Q4 | $2.24M | Buy |
27,260
+4,550
| +20% | +$375K | 0.53% | 57 |
|
|
2024
Q3 | $2.05M | Sell |
22,710
-11,360
| -33% | -$1.02M | 0.48% | 64 |
|
|
2024
Q2 | $2.64M | Buy |
+34,070
| New | +$2.64M | 0.56% | 45 |
|