Syon 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 | $782K | Buy |
8,517
+2,219
| +35% | +$204K | 0.05% | 258 |
|
|
2025
Q1 | $579K | Buy |
6,298
+1,119
| +22% | +$103K | 0.05% | 284 |
|
|
2024
Q4 | $426K | Sell |
5,179
-1,198
| -19% | -$98.6K | 0.04% | 324 |
|
|
2024
Q3 | $575K | Sell |
6,377
-20
| -0.3% | -$1.8K | 0.05% | 250 |
|
|
2024
Q2 | $496K | Sell |
6,397
-541
| -8% | -$42K | 0.05% | 263 |
|
|
2024
Q1 | $498K | Sell |
6,938
-5,538
| -44% | -$397K | 0.05% | 266 |
|
|
2023
Q4 | $875K | Buy |
+12,476
| New | +$875K | 0.04% | 283 |
|