Westend 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 | $14.3K | Hold |
156
| – | – | ﹤0.01% | 110 |
|
|
2025
Q1 | $14.3K | Hold |
156
| – | – | 0.01% | 103 |
|
|
2024
Q4 | $12.8K | Hold |
156
| – | – | ﹤0.01% | 104 |
|
|
2024
Q3 | $14.1K | Hold |
156
| – | – | ﹤0.01% | 112 |
|
|
2024
Q2 | $12K | Hold |
156
| – | – | ﹤0.01% | 100 |
|
|
2024
Q1 | $11.2K | Buy |
+156
| New | +$11.2K | ﹤0.01% | 117 |
|
|
2016
Q1 | – | Sell |
-6,090
| Closed | -$285K | – | 73 |
|
|
2015
Q4 | $285K | Sell |
6,090
-3,390
| -36% | -$159K | 0.39% | 48 |
|
|
2015
Q3 | $438K | Hold |
9,480
| – | – | 0.56% | 39 |
|
|
2015
Q2 | $410K | Buy |
9,480
+2,025
| +27% | +$87.6K | 0.48% | 43 |
|
|
2015
Q1 | $332K | Buy |
7,455
+7,025
| +1,634% | +$313K | 0.39% | 47 |
|
|
2014
Q4 | $21K | Buy |
+430
| New | +$21K | 0.02% | 82 |
|
|
2013
Q2 | $20K | Buy |
+450
| New | +$20K | 0.02% | 83 |
|