Tortoise 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 | $47.7K | Buy |
519
+17
| +3% | +$1.56K | ﹤0.01% | 388 |
|
|
2025
Q1 | $46.2K | Hold |
502
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $41.3K | Buy |
502
+12
| +2% | +$988 | ﹤0.01% | 446 |
|
|
2024
Q3 | $44.2K | Hold |
490
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $38K | Hold |
490
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $35.2K | Hold |
490
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $34.4K | Hold |
490
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $31.7K | Hold |
490
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $34.4K | Hold |
490
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $34.1K | Hold |
490
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $35K | Sell |
490
-210
| -30% | -$15K | 0.01% | 370 |
|
|
2022
Q3 | $48K | Hold |
700
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $50K | Sell |
700
-233
| -25% | -$16.6K | 0.01% | 303 |
|
|
2022
Q1 | $68K | Buy |
933
+33
| +4% | +$2.41K | 0.01% | 272 |
|
|
2021
Q4 | $62K | Hold |
900
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $56K | Hold |
900
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $54K | Buy |
900
+835
| +1,285% | +$50.1K | 0.01% | 269 |
|
|
2021
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 518 |
|
|
2017
Q2 | – | Sell |
-108
| Closed | -$5K | – | 513 |
|
|
2017
Q1 | $5K | Sell |
108
-130
| -55% | -$6.02K | ﹤0.01% | 389 |
|
|
2016
Q4 | $12K | Buy |
+238
| New | +$12K | ﹤0.01% | 314 |
|
|
2016
Q3 | – | Sell |
-58
| Closed | -$3K | – | 510 |
|
|
2016
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 425 |
|