Capital Investment Counsel Inc’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 | $477K | Hold |
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|
2025
Q2 | $463K | Hold |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $415K | Buy |
|
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $326K | Hold |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $384K | Sell |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $298K | Buy |
|
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|
2017
Q4 | $305K | Sell |
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|
2017
Q3 | $330K | Sell |
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|
2017
Q2 | $362K | Sell |
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|
2017
Q1 | $381K | Buy |
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|
2016
Q4 | $362K | Sell |
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|
2016
Q3 | $393K | Sell |
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|
2016
Q2 | $415K | Buy |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $391K | Sell |
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|
2015
Q3 | $396K | Buy |
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|
2015
Q2 | $366K | Sell |
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|
2015
Q1 | $444K | Sell |
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|
2014
Q4 | $520K | Sell |
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|
2014
Q3 | $493K | Sell |
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|
2014
Q2 | $546K | Hold |
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|
2014
Q1 | $529K | Buy |
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|
2013
Q4 | $468K | Buy |
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|
2013
Q3 | $461K | Sell |
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|
2013
Q2 | $507K | Buy |
|