Tortoise Capital Advisors’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 | $3.6M | Buy |
+39,174
| New | +$3.6M | 0.05% | 48 |
|
|
2024
Q4 | – | Sell |
-120,916
| Closed | -$10.9M | – | 74 |
|
|
2024
Q3 | $10.9M | Sell |
120,916
-39
| -0% | -$3.52K | 0.14% | 55 |
|
|
2024
Q2 | $9.38M | Sell |
120,955
-15,751
| -12% | -$1.22M | 0.12% | 57 |
|
|
2024
Q1 | $9.81M | Buy |
136,706
+21,139
| +18% | +$1.52M | 0.14% | 55 |
|
|
2023
Q4 | $8.1M | Buy |
115,567
+10,538
| +10% | +$739K | 0.13% | 57 |
|
|
2023
Q3 | $6.8M | Buy |
105,029
+14,688
| +16% | +$951K | 0.1% | 57 |
|
|
2023
Q2 | $6.35M | Buy |
+90,341
| New | +$6.35M | 0.1% | 62 |
|
|
2013
Q3 | – | Sell |
-11
| Closed | – | – | 112 |
|
|
2013
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 116 |
|