Campbell & Co Investment Adviser’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,582
| Closed | -$2.6M | – | 1323 |
|
|
2024
Q4 | $2.6M | Buy |
+31,582
| New | +$2.6M | 0.2% | 126 |
|
|
2021
Q3 | – | Sell |
-17,450
| Closed | -$1.06M | – | 755 |
|
|
2021
Q2 | $1.06M | Buy |
+17,450
| New | +$1.06M | 0.44% | 36 |
|
|
2019
Q4 | – | Sell |
-5,567
| Closed | -$344K | – | 831 |
|
|
2019
Q3 | $344K | Buy |
+5,567
| New | +$344K | 0.13% | 323 |
|
|
2019
Q1 | – | Sell |
-7,066
| Closed | -$344K | – | 603 |
|
|
2018
Q4 | $344K | Buy |
+7,066
| New | +$344K | 0.34% | 108 |
|
|
2015
Q2 | – | Sell |
-36,163
| Closed | -$1.6M | – | 235 |
|
|
2015
Q1 | $1.6M | Buy |
36,163
+10,322
| +40% | +$457K | 1.01% | 26 |
|
|
2014
Q4 | $1.27M | Buy |
+25,841
| New | +$1.27M | 0.78% | 34 |
|