Chas P. Smith & Associates (CPS)’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
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $707K | Buy |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $629K | Hold |
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|
2021
Q3 | $568K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $625K | Buy |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $543K | Hold |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $431K | Buy |
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|
2018
Q3 | $399K | Buy |
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|
2018
Q2 | $414K | Sell |
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|
2018
Q1 | $400K | Sell |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $503K | Buy |
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|
2017
Q1 | $510K | Buy |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $921K | Buy |
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|
2016
Q2 | $502K | Hold |
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|
2016
Q1 | $484K | Hold |
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|
2015
Q4 | $438K | Sell |
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|
2015
Q3 | $470K | Sell |
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|
2015
Q2 | $441K | Buy |
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|
2015
Q1 | $464K | Hold |
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|
2014
Q4 | $515K | Sell |
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|
2014
Q3 | $462K | Sell |
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|
2014
Q2 | $482K | Sell |
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|
2014
Q1 | $1.15M | Sell |
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|
2013
Q4 | $1.33M | Buy |
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|
2013
Q3 | $334K | Hold |
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|
2013
Q2 | $358K | Buy |
|