Chatham Capital Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
14,294
| – | – | 0.2% | 113 |
|
|
2025
Q1 | $1.31M | Hold |
14,294
| – | – | 0.22% | 110 |
|
|
2024
Q4 | $1.18M | Hold |
14,294
| – | – | 0.19% | 114 |
|
|
2024
Q3 | $1.29M | Buy |
14,294
+50
| +0.4% | +$4.51K | 0.21% | 110 |
|
|
2024
Q2 | $1.1M | Hold |
14,244
| – | – | 0.19% | 115 |
|
|
2024
Q1 | $1.02M | Buy |
14,244
+51
| +0.4% | +$3.66K | 0.19% | 120 |
|
|
2023
Q4 | $995K | Hold |
14,193
| – | – | 0.2% | 117 |
|
|
2023
Q3 | $919K | Hold |
14,193
| – | – | 0.21% | 117 |
|
|
2023
Q2 | $997K | Hold |
14,193
| – | – | 0.21% | 118 |
|
|
2023
Q1 | $988K | Hold |
14,193
| – | – | 0.22% | 117 |
|
|
2022
Q4 | $1.01M | Hold |
14,193
| – | – | 0.24% | 113 |
|
|
2022
Q3 | $965K | Sell |
14,193
-1
| -0% | -$68 | 0.24% | 109 |
|
|
2022
Q2 | $1.01M | Hold |
14,194
| – | – | 0.23% | 108 |
|
|
2022
Q1 | $1.03M | Hold |
14,194
| – | – | 0.2% | 113 |
|
|
2021
Q4 | $973K | Sell |
14,194
-400
| -3% | -$27.4K | 0.18% | 119 |
|
|
2021
Q3 | $904K | Sell |
14,594
-624
| -4% | -$38.7K | 0.17% | 119 |
|
|
2021
Q2 | $921K | Buy |
15,218
+24
| +0.2% | +$1.45K | 0.18% | 119 |
|
|
2021
Q1 | $944K | Hold |
15,194
| – | – | 0.2% | 112 |
|
|
2020
Q4 | $933K | Buy |
15,194
+700
| +5% | +$43K | 0.21% | 105 |
|
|
2020
Q3 | $786K | Hold |
14,494
| – | – | 0.19% | 105 |
|
|
2020
Q2 | $752K | Buy |
14,494
+32
| +0.2% | +$1.66K | 0.19% | 105 |
|
|
2020
Q1 | $783K | Sell |
14,462
-100
| -0.7% | -$5.41K | 0.23% | 99 |
|
|
2019
Q4 | $928K | Hold |
14,562
| – | – | 0.23% | 97 |
|
|
2019
Q3 | $899K | Buy |
14,562
+100
| +0.7% | +$6.17K | 0.23% | 97 |
|
|
2019
Q2 | $799K | Hold |
14,462
| – | – | 0.2% | 102 |
|
|
2019
Q1 | $747K | Hold |
14,462
| – | – | 0.19% | 105 |
|
|
2018
Q4 | $635K | Hold |
14,462
| – | – | 0.18% | 102 |
|
|
2018
Q3 | $631K | Sell |
14,462
-758
| -5% | -$33.1K | 0.16% | 103 |
|
|
2018
Q2 | $705K | Buy |
15,220
+708
| +5% | +$32.8K | 0.19% | 97 |
|
|
2018
Q1 | $648K | Sell |
14,512
-220
| -1% | -$9.82K | 0.17% | 96 |
|
|
2017
Q4 | $708K | Hold |
14,732
| – | – | 0.19% | 93 |
|
|
2017
Q3 | $724K | Hold |
14,732
| – | – | 0.2% | 95 |
|
|
2017
Q2 | $705K | Buy |
14,732
+6,252
| +74% | +$299K | 0.2% | 98 |
|
|
2017
Q1 | $422K | Buy |
8,480
+407
| +5% | +$20.3K | 0.12% | 114 |
|
|
2016
Q4 | $397K | Buy |
8,073
+848
| +12% | +$41.7K | 0.12% | 112 |
|
|
2016
Q3 | $371K | Buy |
7,225
+1,193
| +20% | +$61.3K | 0.12% | 114 |
|
|
2016
Q2 | $323K | Hold |
6,032
| – | – | 0.1% | 118 |
|
|
2016
Q1 | $312K | Hold |
6,032
| – | – | 0.1% | 115 |
|
|
2015
Q4 | $282K | Buy |
6,032
+202
| +3% | +$9.44K | 0.09% | 120 |
|
|
2015
Q3 | $261K | Buy |
5,830
+48
| +0.8% | +$2.15K | 0.09% | 124 |
|
|
2015
Q2 | $242K | Buy |
5,782
+500
| +9% | +$20.9K | 0.07% | 140 |
|
|
2015
Q1 | $234K | Hold |
5,282
| – | – | 0.07% | 154 |
|
|
2014
Q4 | $259K | Hold |
5,282
| – | – | 0.08% | 143 |
|
|
2014
Q3 | $231K | Hold |
5,282
| – | – | 0.07% | 146 |
|
|
2014
Q2 | $240K | Hold |
5,282
| – | – | 0.09% | 102 |
|
|
2014
Q1 | $232K | Sell |
5,282
-400
| -7% | -$17.6K | 0.1% | 102 |
|
|
2013
Q4 | $234K | Hold |
5,682
| – | – | 0.1% | 106 |
|
|
2013
Q3 | $234K | Hold |
5,682
| – | – | 0.11% | 105 |
|
|
2013
Q2 | $251K | Buy |
+5,682
| New | +$251K | 0.12% | 99 |
|