CIA
CCM Investment Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
145,040
+1,962
| +1% | +$180K | 1.43% | 34 |
|
|
2025
Q1 | $13.2M | Buy |
143,078
+2,659
| +2% | +$244K | 1.61% | 34 |
|
|
2024
Q4 | $11.6M | Sell |
140,419
-110
| -0.1% | -$9.06K | 1.28% | 41 |
|
|
2024
Q3 | $12.7M | Buy |
140,529
+1,475
| +1% | +$133K | 1.41% | 42 |
|
|
2024
Q2 | $10.8M | Buy |
139,054
+1,047
| +0.8% | +$81.2K | 1.27% | 44 |
|
|
2024
Q1 | $9.9M | Sell |
138,007
-1,788
| -1% | -$128K | 1.18% | 47 |
|
|
2023
Q4 | $9.8M | Sell |
139,795
-32,563
| -19% | -$2.28M | 1.21% | 48 |
|
|
2023
Q3 | $11.2M | Buy |
172,358
+4,348
| +3% | +$281K | 1.54% | 35 |
|
|
2023
Q2 | $11.8M | Buy |
168,010
+683
| +0.4% | +$48K | 1.58% | 30 |
|
|
2023
Q1 | $11.6M | Sell |
167,327
-18,633
| -10% | -$1.3M | 1.65% | 30 |
|
|
2022
Q4 | $13.3M | Sell |
185,960
-22,900
| -11% | -$1.64M | 2.11% | 16 |
|
|
2022
Q3 | $14.2M | Buy |
208,860
+5,504
| +3% | +$374K | 2.42% | 5 |
|
|
2022
Q2 | $14.5M | Buy |
203,356
+140,637
| +224% | +$10M | 2.33% | 6 |
|
|
2022
Q1 | $4.55M | Buy |
+62,719
| New | +$4.55M | 0.62% | 55 |
|