Tevis Investment Management’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 | $222K | Buy |
+2,413
| New | +$222K | 0.14% | 101 |
|
|
2024
Q4 | – | Sell |
-2,377
| Closed | -$214K | – | 102 |
|
|
2024
Q3 | $214K | Buy |
+2,377
| New | +$214K | 0.16% | 88 |
|
|
2022
Q4 | – | Sell |
-2,338
| Closed | -$159K | – | 172 |
|
|
2022
Q3 | $159K | Hold |
2,338
| – | – | 0.15% | 98 |
|
|
2022
Q2 | $167K | Hold |
2,338
| – | – | 0.16% | 95 |
|
|
2022
Q1 | $170K | Hold |
2,338
| – | – | 0.15% | 100 |
|
|
2021
Q4 | $161K | Buy |
+2,338
| New | +$161K | 0.14% | 120 |
|