Weaver Capital Management’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 | $1.84M | Sell |
20,085
-238
| -1% | -$21.9K | 0.45% | 54 |
|
|
2025
Q1 | $1.87M | Buy |
20,323
+438
| +2% | +$40.3K | 0.49% | 54 |
|
|
2024
Q4 | $1.64M | Buy |
19,885
+589
| +3% | +$48.5K | 0.46% | 59 |
|
|
2024
Q3 | $1.74M | Buy |
19,296
+582
| +3% | +$52.5K | 0.52% | 56 |
|
|
2024
Q2 | $1.45M | Sell |
18,714
-1,125
| -6% | -$87.3K | 0.47% | 65 |
|
|
2024
Q1 | $1.42M | Buy |
19,839
+3,047
| +18% | +$219K | 0.49% | 65 |
|
|
2023
Q4 | $1.18M | Buy |
+16,792
| New | +$1.18M | 0.47% | 67 |
|