TownSquare 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 | $529K | Sell |
5,761
-25,598
| -82% | -$2.35M | 0.05% | 327 |
|
|
2025
Q1 | $2.88M | Buy |
31,359
+1,193
| +4% | +$110K | 0.03% | 496 |
|
|
2024
Q4 | $2.48M | Buy |
30,166
+3,636
| +14% | +$299K | 0.03% | 512 |
|
|
2024
Q3 | $2.39M | Buy |
26,530
+7,694
| +41% | +$694K | 0.03% | 506 |
|
|
2024
Q2 | $1.46M | Buy |
18,836
+6,748
| +56% | +$523K | 0.02% | 582 |
|
|
2024
Q1 | $867K | Buy |
12,088
+4,605
| +62% | +$330K | 0.01% | 691 |
|
|
2023
Q4 | $525K | Buy |
7,483
+2,146
| +40% | +$150K | 0.01% | 771 |
|
|
2023
Q3 | $345K | Buy |
5,337
+237
| +5% | +$15.3K | 0.01% | 873 |
|
|
2023
Q2 | $358K | Buy |
5,100
+721
| +16% | +$50.6K | 0.01% | 855 |
|
|
2023
Q1 | $305K | Buy |
4,379
+781
| +22% | +$54.3K | 0.01% | 823 |
|
|
2022
Q4 | $257K | Buy |
+3,598
| New | +$257K | 0.01% | 826 |
|
|
2019
Q2 | – | Sell |
-4,077
| Closed | -$211K | – | 484 |
|
|
2019
Q1 | $211K | Buy |
+4,077
| New | +$211K | 0.02% | 398 |
|