Verus Capital Partners’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 | $213K | Sell |
2,320
-172
| -7% | -$15.8K | 0.02% | 384 |
|
|
2025
Q1 | $229K | Sell |
2,492
-445
| -15% | -$40.9K | 0.02% | 356 |
|
|
2024
Q4 | $242K | Buy |
2,937
+354
| +14% | +$29.1K | 0.02% | 349 |
|
|
2024
Q3 | $233K | Buy |
+2,583
| New | +$233K | 0.02% | 337 |
|
|
2023
Q3 | – | Sell |
-3,481
| Closed | -$245K | – | 321 |
|
|
2023
Q2 | $245K | Sell |
3,481
-117
| -3% | -$8.22K | 0.03% | 246 |
|
|
2023
Q1 | $250K | Buy |
3,598
+711
| +25% | +$49.5K | 0.04% | 236 |
|
|
2022
Q4 | $206K | Buy |
+2,887
| New | +$206K | 0.04% | 241 |
|
|
2020
Q1 | $40K | Sell |
730
-100
| -12% | -$5.48K | 0.01% | 566 |
|
|
2019
Q4 | $53K | Buy |
+830
| New | +$53K | 0.02% | 582 |
|