Weiss Asset 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
Q1 | – | Sell |
-78,610
| Closed | -$6.47M | – | 626 |
|
|
2024
Q4 | $6.47M | Buy |
+78,610
| New | +$6.47M | 0.12% | 154 |
|
|
2024
Q1 | – | Sell |
-22,551
| Closed | -$1.58M | – | 464 |
|
|
2023
Q4 | $1.58M | Sell |
22,551
-24,277
| -52% | -$1.7M | 0.08% | 104 |
|
|
2023
Q3 | $3.03M | Buy |
+46,828
| New | +$3.03M | 0.18% | 42 |
|
|
2022
Q3 | – | Sell |
-92,632
| Closed | -$6.61M | – | 685 |
|
|
2022
Q2 | $6.61M | Buy |
+92,632
| New | +$6.61M | 0.16% | 154 |
|