Caldwell Sutter Capital’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
Q3 | $91.8K | Sell |
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|
2025
Q2 | $98.2K | Hold |
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|
2025
Q1 | $98.3K | Sell |
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|
2024
Q4 | $90.9K | Sell |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $87K | Sell |
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|
2024
Q1 | $90.7K | Buy |
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|
2023
Q4 | $85.1K | Buy |
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|
2023
Q3 | $76.6K | Buy |
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|
2023
Q2 | $78.3K | Buy |
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|
2023
Q1 | $45.5K | Buy |
|