Swan Capital’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 | $1.7M | Hold |
18,525
| – | – | 0.74% | 23 |
|
|
2025
Q1 | $1.7M | Buy |
18,525
+146
| +0.8% | +$13.4K | 0.79% | 23 |
|
|
2024
Q4 | $1.51M | Sell |
18,379
-57
| -0.3% | -$4.69K | 0.74% | 22 |
|
|
2024
Q3 | $1.66M | Hold |
18,436
| – | – | 0.82% | 22 |
|
|
2024
Q2 | $1.43M | Hold |
18,436
| – | – | 0.78% | 22 |
|
|
2024
Q1 | $1.32M | Buy |
18,436
+190
| +1% | +$13.6K | 0.75% | 21 |
|
|
2023
Q4 | $1.28M | Sell |
18,246
-2
| -0% | -$140 | 0.81% | 21 |
|
|
2023
Q3 | $1.18M | Buy |
+18,248
| New | +$1.18M | 0.94% | 14 |
|
|
2023
Q1 | $1.27M | Buy |
+18,246
| New | +$1.27M | 1.22% | 13 |
|