Stevens Capital Management’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 | – | Sell |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $223K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $21.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.2M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.41M | Buy |
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|
2016
Q4 | $2.75M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $18.7M | Buy |
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|
2014
Q4 | $7.97M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $11.6M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $22.1M | Buy |
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|
2013
Q2 | $8.94M | Buy |
|