Wright Investors Service’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 |
-5,654
| Closed | -$465K | – | 151 |
|
|
2024
Q4 | $465K | Sell |
5,654
-4,914
| -46% | -$405K | 0.15% | 115 |
|
|
2024
Q3 | $953K | Sell |
10,568
-213
| -2% | -$19.2K | 0.25% | 101 |
|
|
2024
Q2 | $836K | Sell |
10,781
-35
| -0.3% | -$2.72K | 0.22% | 113 |
|
|
2024
Q1 | $776K | Sell |
10,816
-323
| -3% | -$23.2K | 0.2% | 113 |
|
|
2023
Q4 | $781K | Sell |
11,139
-2,199
| -16% | -$154K | 0.22% | 107 |
|
|
2023
Q3 | $863K | Sell |
13,338
-636
| -5% | -$41.2K | 0.25% | 95 |
|
|
2023
Q2 | $982K | Sell |
13,974
-11,664
| -45% | -$819K | 0.28% | 95 |
|
|
2023
Q1 | $1.78M | Buy |
+25,638
| New | +$1.78M | 0.51% | 71 |
|