ZAM
Zevin Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,650
-500
| -16% | -$45.8K | 0.04% | 78 |
|
|
2025
Q1 | $290K | Hold |
3,150
| – | – | 0.05% | 68 |
|
|
2024
Q4 | $259K | Buy |
3,150
+500
| +19% | +$41.1K | 0.04% | 74 |
|
|
2024
Q3 | $239K | Hold |
2,650
| – | – | 0.04% | 73 |
|
|
2024
Q2 | $206K | Buy |
+2,650
| New | +$206K | 0.03% | 74 |
|
|
2022
Q3 | – | Sell |
-2,983
| Closed | -$213K | – | 83 |
|
|
2022
Q2 | $213K | Buy |
+2,983
| New | +$213K | 0.05% | 75 |
|
|
2019
Q4 | – | Sell |
-5,300
| Closed | -$327K | – | 92 |
|
|
2019
Q3 | $327K | Hold |
5,300
| – | – | 0.11% | 72 |
|
|
2019
Q2 | $293K | Hold |
5,300
| – | – | 0.09% | 81 |
|
|
2019
Q1 | $274K | Hold |
5,300
| – | – | 0.09% | 81 |
|
|
2018
Q4 | $233K | Hold |
5,300
| – | – | 0.08% | 81 |
|
|
2018
Q3 | $231K | Hold |
5,300
| – | – | 0.07% | 89 |
|
|
2018
Q2 | $245K | Buy |
+5,300
| New | +$245K | 0.07% | 89 |
|