Chelsea Counsel Company’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 | $262K | Hold |
2,855
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $263K | Buy |
2,855
+100
| +4% | +$9.2K | 0.14% | 90 |
|
|
2024
Q4 | $227K | Hold |
2,755
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $248K | Buy |
2,755
+500
| +22% | +$45.1K | 0.12% | 93 |
|
|
2024
Q2 | $175K | Hold |
2,255
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $162K | Sell |
2,255
-33
| -1% | -$2.37K | 0.09% | 93 |
|
|
2023
Q4 | $160K | Buy |
2,288
+133
| +6% | +$9.33K | 0.09% | 95 |
|
|
2023
Q3 | $139K | Sell |
2,155
-100
| -4% | -$6.47K | 0.07% | 109 |
|
|
2023
Q2 | $158K | Hold |
2,255
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $157K | Hold |
2,255
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $161K | Buy |
+2,255
| New | +$161K | 0.08% | 103 |
|
|
2016
Q4 | – | Sell |
-7,595
| Closed | -$390K | – | 87 |
|
|
2016
Q3 | $390K | Hold |
7,595
| – | – | 0.2% | 70 |
|
|
2016
Q2 | $407K | Sell |
7,595
-39,088
| -84% | -$2.09M | 0.18% | 73 |
|
|
2016
Q1 | $2.42M | Hold |
46,683
| – | – | 0.78% | 41 |
|
|
2015
Q4 | $2.18M | Sell |
46,683
-150
| -0.3% | -$7.02K | 0.66% | 45 |
|
|
2015
Q3 | $2.09M | Hold |
46,833
| – | – | 0.5% | 47 |
|
|
2015
Q2 | $1.96M | Sell |
46,833
-1,300
| -3% | -$54.5K | 0.44% | 48 |
|
|
2015
Q1 | $2.13M | Buy |
48,133
+50
| +0.1% | +$2.22K | 0.46% | 49 |
|
|
2014
Q4 | $2.36M | Sell |
48,083
-100
| -0.2% | -$4.91K | 0.49% | 47 |
|
|
2014
Q3 | $2.1M | Hold |
48,183
| – | – | 0.42% | 49 |
|
|
2014
Q2 | $2.19M | Sell |
48,183
-1,900
| -4% | -$86.2K | 0.43% | 50 |
|
|
2014
Q1 | $2.2M | Buy |
50,083
+39,018
| +353% | +$1.71M | 0.45% | 52 |
|
|
2013
Q4 | $455K | Sell |
11,065
-263,533
| -96% | -$10.8M | 0.11% | 69 |
|
|
2013
Q3 | $11.3M | Buy |
274,598
+22,084
| +9% | +$909K | 2.34% | 14 |
|
|
2013
Q2 | $11.1M | Buy |
+252,514
| New | +$11.1M | 2.92% | 9 |
|