Versor Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,660
| Closed | -$219K | – | 936 |
|
|
2024
Q4 | $219K | Buy |
+2,660
| New | +$219K | 0.04% | 673 |
|
|
2024
Q2 | – | Sell |
-21,400
| Closed | -$1.54M | – | 917 |
|
|
2024
Q1 | $1.54M | Buy |
+21,400
| New | +$1.54M | 0.31% | 58 |
|
|
2023
Q1 | – | Sell |
-10,800
| Closed | -$771K | – | 867 |
|
|
2022
Q4 | $771K | Sell |
10,800
-36,200
| -77% | -$2.59M | 0.07% | 216 |
|
|
2022
Q3 | $3.2M | Buy |
+47,000
| New | +$3.2M | 0.19% | 44 |
|
|
2022
Q2 | – | Sell |
-9,529
| Closed | -$691K | – | 912 |
|
|
2022
Q1 | $691K | Buy |
9,529
+5,629
| +144% | +$408K | 0.03% | 230 |
|
|
2021
Q4 | $267K | Buy |
+3,900
| New | +$267K | 0.01% | 432 |
|
|
2020
Q2 | – | Sell |
-18,900
| Closed | -$1.02M | – | 283 |
|
|
2020
Q1 | $1.02M | Sell |
18,900
-15,600
| -45% | -$844K | 0.07% | 47 |
|
|
2019
Q4 | $2.2M | Buy |
+34,500
| New | +$2.2M | 0.11% | 64 |
|
|
2018
Q4 | – | Sell |
-21,000
| Closed | -$916K | – | 315 |
|
|
2018
Q3 | $916K | Buy |
21,000
+9,000
| +75% | +$393K | 0.34% | 89 |
|
|
2018
Q2 | $556K | Buy |
+12,000
| New | +$556K | 0.19% | 156 |
|