Vontobel Holding’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 | $827K | Sell |
9,011
-5,745
| -39% | -$528K | ﹤0.01% | 648 |
|
|
2025
Q1 | $1.36M | Sell |
14,756
-4,499
| -23% | -$414K | ﹤0.01% | 508 |
|
|
2024
Q4 | $1.59M | Buy |
+19,255
| New | +$1.59M | 0.01% | 482 |
|
|
2022
Q2 | – | Sell |
-3,258
| Closed | -$236K | – | 1118 |
|
|
2022
Q1 | $236K | Sell |
3,258
-1,922
| -37% | -$139K | ﹤0.01% | 964 |
|
|
2021
Q4 | $354K | Sell |
5,180
-12,369
| -70% | -$845K | ﹤0.01% | 890 |
|
|
2021
Q3 | $1.09M | Buy |
17,549
+783
| +5% | +$48.5K | 0.01% | 598 |
|
|
2021
Q2 | $1.01M | Sell |
16,766
-1,267
| -7% | -$76.6K | 0.01% | 590 |
|
|
2021
Q1 | $1.12M | Buy |
18,033
+855
| +5% | +$53.2K | 0.01% | 505 |
|
|
2020
Q4 | $1.04M | Buy |
+17,178
| New | +$1.04M | 0.01% | 485 |
|