Camelot Portfolios’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 | $202K | Hold |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $171K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $478K | Sell |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $934K | Sell |
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|
2017
Q3 | $956K | Buy |
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|
2017
Q2 | $908K | Sell |
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|
2017
Q1 | $963K | Buy |
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|
2016
Q4 | $946K | Buy |
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|
2016
Q3 | $954K | Sell |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.12M | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $251K | Buy |
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|
2015
Q1 | $221K | Buy |
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