Chelsea Counsel Company’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 | $262K | Hold |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $139K | Sell |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $157K | Hold |
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|
2022
Q4 | $161K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $390K | Hold |
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|
2016
Q2 | $407K | Sell |
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|
2016
Q1 | $2.42M | Hold |
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|
2015
Q4 | $2.18M | Sell |
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|
2015
Q3 | $2.09M | Hold |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $2.13M | Buy |
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|
2014
Q4 | $2.36M | Sell |
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|
2014
Q3 | $2.1M | Hold |
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|
2014
Q2 | $2.19M | Sell |
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|
2014
Q1 | $2.2M | Buy |
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|
2013
Q4 | $455K | Sell |
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|
2013
Q3 | $11.3M | Buy |
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|
2013
Q2 | $11.1M | Buy |
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