CICC
Capital Investment Counsel (Colorado)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
66,076
-4,152
| -6% | -$381K | 0.94% | 49 |
|
|
2025
Q1 | $6.46M | Sell |
70,228
-2,224
| -3% | -$204K | 1.07% | 40 |
|
|
2024
Q4 | $5.96M | Sell |
72,452
-649
| -0.9% | -$53.4K | 1% | 43 |
|
|
2024
Q3 | $6.59M | Buy |
73,101
+17
| +0% | +$1.53K | 1.14% | 39 |
|
|
2024
Q2 | $5.67M | Buy |
73,084
+2,661
| +4% | +$206K | 1.11% | 39 |
|
|
2024
Q1 | $5.05M | Buy |
70,423
+26,504
| +60% | +$1.9M | 1.08% | 42 |
|
|
2023
Q4 | $3.08M | Buy |
+43,919
| New | +$3.08M | 1.16% | 41 |
|