CAM
Campion Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
4,463
-11
| -0.2% | -$1.01K | 0.31% | 55 |
|
|
2025
Q1 | $411K | Hold |
4,474
| – | – | 0.32% | 59 |
|
|
2024
Q4 | $368K | Sell |
4,474
-266
| -6% | -$21.9K | 0.28% | 59 |
|
|
2024
Q3 | $427K | Sell |
4,740
-45
| -0.9% | -$4.06K | 0.31% | 58 |
|
|
2024
Q2 | $371K | Sell |
4,785
-45
| -0.9% | -$3.49K | 0.29% | 65 |
|
|
2024
Q1 | $347K | Sell |
4,830
-90
| -2% | -$6.46K | 0.27% | 72 |
|
|
2023
Q4 | $345K | Hold |
4,920
| – | – | 0.29% | 69 |
|
|
2023
Q3 | $318K | Hold |
4,920
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $346K | Sell |
4,920
-195
| -4% | -$13.7K | 0.31% | 66 |
|
|
2023
Q1 | $356K | Hold |
5,115
| – | – | 0.34% | 65 |
|
|
2022
Q4 | $365K | Sell |
5,115
-225
| -4% | -$16.1K | 0.36% | 62 |
|
|
2022
Q3 | $363K | Hold |
5,340
| – | – | 0.38% | 59 |
|
|
2022
Q2 | $381K | Hold |
5,340
| – | – | 0.38% | 57 |
|
|
2022
Q1 | $387K | Hold |
5,340
| – | – | 0.33% | 64 |
|
|
2021
Q4 | $366K | Hold |
5,340
| – | – | 0.3% | 65 |
|
|
2021
Q3 | $331K | Hold |
5,340
| – | – | 0.3% | 69 |
|
|
2021
Q2 | $323K | Sell |
5,340
-1,570
| -23% | -$95K | 0.27% | 72 |
|
|
2021
Q1 | $430K | Buy |
+6,910
| New | +$430K | 0.33% | 60 |
|