Wynn Capital’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 | $462K | Sell |
5,036
-5
| -0.1% | -$459 | 0.25% | 74 |
|
|
2025
Q1 | $464K | Sell |
5,041
-157
| -3% | -$14.4K | 0.28% | 69 |
|
|
2024
Q4 | $428K | Hold |
5,198
| – | – | 0.27% | 71 |
|
|
2024
Q3 | $469K | Hold |
5,198
| – | – | 0.31% | 68 |
|
|
2024
Q2 | $403K | Buy |
5,198
+69
| +1% | +$5.35K | 0.3% | 69 |
|
|
2024
Q1 | $368K | Buy |
5,129
+301
| +6% | +$21.6K | 0.28% | 73 |
|
|
2023
Q4 | $339K | Buy |
+4,828
| New | +$339K | 0.28% | 74 |
|