Stanley-Laman Group’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 | $373K | Buy |
4,058
+573
| +16% | +$52.6K | 0.06% | 212 |
|
|
2025
Q1 | $320K | Sell |
3,485
-49
| -1% | -$4.51K | 0.05% | 230 |
|
|
2024
Q4 | $291K | Buy |
3,534
+288
| +9% | +$23.7K | 0.04% | 245 |
|
|
2024
Q3 | $293K | Buy |
3,246
+119
| +4% | +$10.7K | 0.04% | 240 |
|
|
2024
Q2 | $243K | Hold |
3,127
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $224K | Hold |
3,127
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $219K | Buy |
+3,127
| New | +$219K | 0.03% | 222 |
|
|
2022
Q3 | – | Sell |
-3,172
| Closed | -$226K | – | 288 |
|
|
2022
Q2 | $226K | Buy |
+3,172
| New | +$226K | 0.04% | 233 |
|
|
2016
Q2 | – | Sell |
-28,791
| Closed | -$1.49M | – | 328 |
|
|
2016
Q1 | $1.49M | Sell |
28,791
-57,415
| -67% | -$2.97M | 0.28% | 87 |
|
|
2015
Q4 | $4.03M | Buy |
+86,206
| New | +$4.03M | 0.69% | 42 |
|