WIM
Warwick Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
3,294
+221
| +7% | +$20.3K | 0.06% | 93 |
|
|
2025
Q1 | $283K | Buy |
3,073
+232
| +8% | +$21.3K | 0.06% | 93 |
|
|
2024
Q4 | $234K | Buy |
+2,841
| New | +$234K | 0.05% | 87 |
|
|
2024
Q3 | – | Sell |
-2,747
| Closed | -$213K | – | 109 |
|
|
2024
Q2 | $213K | Buy |
+2,747
| New | +$213K | 0.05% | 102 |
|