Aurora Investment Counsel’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 | $2.57M | Buy |
28,017
+513
| +2% | +$47.1K | 1.36% | 14 |
|
|
2025
Q1 | $2.53M | Buy |
+27,504
| New | +$2.53M | 1.4% | 15 |
|
|
2014
Q4 | – | Sell |
-6,358
| Closed | -$278K | – | 106 |
|
|
2014
Q3 | $278K | Hold |
6,358
| – | – | 0.18% | 105 |
|
|
2014
Q2 | $289K | Hold |
6,358
| – | – | 0.18% | 99 |
|
|
2014
Q1 | $279K | Sell |
6,358
-500
| -7% | -$21.9K | 0.18% | 100 |
|
|
2013
Q4 | $282K | Sell |
6,858
-2,610
| -28% | -$107K | 0.19% | 99 |
|
|
2013
Q3 | $390K | Hold |
9,468
| – | – | 0.28% | 91 |
|
|
2013
Q2 | $408K | Buy |
+9,468
| New | +$408K | 0.32% | 90 |
|