CWM
Calamos Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
225,667
+3,590
| +2% | +$330K | 0.88% | 23 |
|
|
2025
Q1 | $20.4M | Buy |
222,077
+4,046
| +2% | +$372K | 1.02% | 19 |
|
|
2024
Q4 | $17.9M | Buy |
218,031
+64,216
| +42% | +$5.29M | 0.9% | 21 |
|
|
2024
Q3 | $13.9M | Sell |
153,815
-35,433
| -19% | -$3.2M | 0.71% | 28 |
|
|
2024
Q2 | $14.7M | Buy |
189,248
+2,060
| +1% | +$160K | 0.78% | 26 |
|
|
2024
Q1 | $13.4M | Buy |
187,188
+5,812
| +3% | +$417K | 0.75% | 28 |
|
|
2023
Q4 | $12.7M | Buy |
181,376
+151,492
| +507% | +$10.6M | 0.8% | 30 |
|
|
2023
Q3 | $1.93M | Buy |
29,884
+98
| +0.3% | +$6.34K | 0.15% | 91 |
|
|
2023
Q2 | $2.09M | Buy |
29,786
+144
| +0.5% | +$10.1K | 0.15% | 97 |
|
|
2023
Q1 | $2.06M | Buy |
29,642
+145
| +0.5% | +$10.1K | 0.16% | 98 |
|
|
2022
Q4 | $2.11M | Buy |
29,497
+546
| +2% | +$39K | 0.16% | 100 |
|
|
2022
Q3 | $1.97M | Sell |
28,951
-306
| -1% | -$20.8K | 0.17% | 97 |
|
|
2022
Q2 | $2.09M | Sell |
29,257
-305
| -1% | -$21.7K | 0.19% | 97 |
|
|
2022
Q1 | $2.14M | Buy |
29,562
+441
| +2% | +$32K | 0.16% | 104 |
|
|
2021
Q4 | $2M | Buy |
29,121
+11,828
| +68% | +$811K | 0.15% | 109 |
|
|
2021
Q3 | $1.07M | Sell |
17,293
-9,828
| -36% | -$609K | 0.09% | 156 |
|
|
2021
Q2 | $1.64M | Buy |
27,121
+35
| +0.1% | +$2.12K | 0.13% | 121 |
|
|
2021
Q1 | $1.68M | Buy |
27,086
+561
| +2% | +$34.9K | 0.14% | 114 |
|
|
2020
Q4 | $1.63M | Buy |
26,525
+27
| +0.1% | +$1.66K | 0.15% | 96 |
|
|
2020
Q3 | $1.44M | Buy |
26,498
+11,361
| +75% | +$616K | 0.16% | 89 |
|
|
2020
Q2 | $785K | Buy |
15,137
+132
| +0.9% | +$6.85K | 0.1% | 132 |
|
|
2020
Q1 | $812K | Buy |
15,005
+424
| +3% | +$22.9K | 0.12% | 117 |
|
|
2019
Q4 | $929K | Sell |
14,581
-65
| -0.4% | -$4.14K | 0.11% | 125 |
|
|
2019
Q3 | $905K | Buy |
14,646
+120
| +0.8% | +$7.42K | 0.12% | 124 |
|
|
2019
Q2 | $803K | Buy |
+14,526
| New | +$803K | 0.11% | 137 |
|