Waterloo Capital’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 | $3.81M | Buy |
41,460
+3,860
| +10% | +$354K | 0.31% | 77 |
|
|
2025
Q1 | $3.46M | Buy |
37,600
+4,165
| +12% | +$383K | 0.32% | 83 |
|
|
2024
Q4 | $2.75M | Sell |
33,435
-439
| -1% | -$36.1K | 0.29% | 87 |
|
|
2024
Q3 | $3.05M | Buy |
33,874
+6,201
| +22% | +$559K | 0.33% | 76 |
|
|
2024
Q2 | $2.15M | Buy |
+27,673
| New | +$2.15M | 0.26% | 95 |
|
|
2023
Q2 | – | Sell |
-3,065
| Closed | -$213K | – | 249 |
|
|
2023
Q1 | $213K | Buy |
+3,065
| New | +$213K | 0.07% | 180 |
|