Voloridge Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-109,417
| Closed | -$9.01M | – | 1355 |
|
|
2024
Q4 | $9.01M | Buy |
+109,417
| New | +$9.01M | 0.03% | 605 |
|
|
2024
Q1 | – | Sell |
-245,942
| Closed | -$17.2M | – | 1342 |
|
|
2023
Q4 | $17.2M | Buy |
+245,942
| New | +$17.2M | 0.07% | 356 |
|
|
2023
Q1 | – | Sell |
-428,139
| Closed | -$30.6M | – | 1601 |
|
|
2022
Q4 | $30.6M | Buy |
428,139
+8,267
| +2% | +$590K | 0.17% | 173 |
|
|
2022
Q3 | $28.6M | Buy |
419,872
+184,250
| +78% | +$12.5M | 0.15% | 186 |
|
|
2022
Q2 | $16.8M | Buy |
235,622
+80,497
| +52% | +$5.74M | 0.09% | 307 |
|
|
2022
Q1 | $11.2M | Sell |
155,125
-288,392
| -65% | -$20.9M | 0.06% | 385 |
|
|
2021
Q4 | $30.4M | Sell |
443,517
-95,559
| -18% | -$6.55M | 0.17% | 158 |
|
|
2021
Q3 | $33.4M | Sell |
539,076
-311,620
| -37% | -$19.3M | 0.22% | 97 |
|
|
2021
Q2 | $51.5M | Buy |
850,696
+251,142
| +42% | +$15.2M | 0.36% | 39 |
|
|
2021
Q1 | $37.3M | Buy |
599,554
+592,863
| +8,861% | +$36.9M | 0.27% | 82 |
|
|
2020
Q4 | $411K | Sell |
6,691
-1,128,678
| -99% | -$69.3M | ﹤0.01% | 1162 |
|
|
2020
Q3 | $61.6M | Buy |
1,135,369
+345,826
| +44% | +$18.8M | 0.51% | 34 |
|
|
2020
Q2 | $40.9M | Buy |
789,543
+604,891
| +328% | +$31.4M | 0.47% | 37 |
|
|
2020
Q1 | $10M | Buy |
+184,652
| New | +$10M | 0.29% | 76 |
|
|
2017
Q4 | – | Sell |
-51,950
| Closed | -$2.55M | – | 598 |
|
|
2017
Q3 | $2.55M | Buy |
+51,950
| New | +$2.55M | 0.06% | 253 |
|
|
2017
Q2 | – | Sell |
-920,802
| Closed | -$45.8M | – | 558 |
|
|
2017
Q1 | $45.8M | Buy |
+920,802
| New | +$45.8M | 1.12% | 13 |
|
|
2016
Q3 | – | Sell |
-30,576
| Closed | -$1.64M | – | 328 |
|
|
2016
Q2 | $1.64M | Sell |
30,576
-459,936
| -94% | -$24.7M | 0.05% | 200 |
|
|
2016
Q1 | $25.4M | Buy |
490,512
+328,045
| +202% | +$17M | 0.59% | 32 |
|
|
2015
Q4 | $7.6M | Buy |
162,467
+95,153
| +141% | +$4.45M | 0.54% | 51 |
|
|
2015
Q3 | $3.01M | Sell |
67,314
-471,649
| -88% | -$21.1M | 0.14% | 145 |
|
|
2015
Q2 | $22.6M | Buy |
538,963
+274,726
| +104% | +$11.5M | 1.15% | 18 |
|
|
2015
Q1 | $11.7M | Buy |
+264,237
| New | +$11.7M | 0.57% | 52 |
|