Vista Capital Partners’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 | $827K | Buy |
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|
2025
Q2 | $800K | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $616K | Hold |
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|
2022
Q3 | $587K | Sell |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $653K | Buy |
|