Westend Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $13.6K | Hold |
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|
2025
Q3 | $14.8K | Hold |
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|
2025
Q2 | $14.3K | Hold |
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|
2025
Q1 | $14.3K | Hold |
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|
2024
Q4 | $12.8K | Hold |
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|
2024
Q3 | $14.1K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $11.2K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $285K | Sell |
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|
2015
Q3 | $438K | Hold |
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|
2015
Q2 | $410K | Buy |
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|
2015
Q1 | $332K | Buy |
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|
2014
Q4 | $21K | Buy |
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|
2013
Q2 | $20K | Buy |
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