Zevin Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
|
|||||
|
2025
Q1 | $290K | Hold |
|
|||||
|
2024
Q4 | $259K | Buy |
|
|||||
|
2024
Q3 | $239K | Hold |
|
|||||
|
2024
Q2 | $206K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $213K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $327K | Hold |
|
|||||
|
2019
Q2 | $293K | Hold |
|
|||||
|
2019
Q1 | $274K | Hold |
|
|||||
|
2018
Q4 | $233K | Hold |
|
|||||
|
2018
Q3 | $231K | Hold |
|
|||||
|
2018
Q2 | $245K | Buy |
|