Twin Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $768K | Sell |
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|
2023
Q2 | $902K | Sell |
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|
2023
Q1 | $901K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $982K | Hold |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $923K | Sell |
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|
2019
Q1 | $871K | Buy |
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|
2018
Q4 | $698K | Sell |
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|
2018
Q3 | $702K | Hold |
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|
2018
Q2 | $745K | Sell |
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|
2018
Q1 | $748K | Hold |
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|
2017
Q4 | $805K | Hold |
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|
2017
Q3 | $823K | Sell |
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|
2017
Q2 | $813K | Sell |
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|
2017
Q1 | $847K | Sell |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.26M | Sell |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.18M | Buy |
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|
2015
Q2 | $541K | Hold |
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|
2015
Q1 | $572K | Sell |
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|
2014
Q4 | $636K | Buy |
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|
2014
Q3 | $509K | Buy |
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|
2014
Q2 | $499K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $200K | Sell |
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|
2013
Q3 | $419K | Sell |
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|
2013
Q2 | $472K | Buy |
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