Chicago Capital’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
Q3 | $653K | Sell |
|
|||||
|
2025
Q2 | $642K | Hold |
|
|||||
|
2025
Q1 | $643K | Hold |
|
|||||
|
2024
Q4 | $575K | Buy |
|
|||||
|
2024
Q3 | $626K | Hold |
|
|||||
|
2024
Q2 | $538K | Hold |
|
|||||
|
2024
Q1 | $498K | Sell |
|
|||||
|
2023
Q4 | $533K | Hold |
|
|||||
|
2023
Q3 | $492K | Hold |
|
|||||
|
2023
Q2 | $534K | Hold |
|
|||||
|
2023
Q1 | $529K | Buy |
|
|||||
|
2022
Q4 | $448K | Hold |
|
|||||
|
2022
Q3 | $427K | Sell |
|
|||||
|
2022
Q2 | $450K | Hold |
|
|||||
|
2022
Q1 | $457K | Buy |
|
|||||
|
2021
Q4 | $432K | Buy |
|
|||||
|
2021
Q3 | $360K | Hold |
|
|||||
|
2021
Q2 | $351K | Buy |
|
|||||
|
2021
Q1 | $314K | Hold |
|
|||||
|
2020
Q4 | $311K | Buy |
|
|||||
|
2020
Q3 | $274K | Hold |
|
|||||
|
2020
Q2 | $262K | Hold |
|
|||||
|
2020
Q1 | $274K | Hold |
|
|||||
|
2019
Q4 | $322K | Buy |
|
|||||
|
2019
Q3 | $312K | Hold |
|
|||||
|
2019
Q2 | $280K | Hold |
|
|||||
|
2019
Q1 | $261K | Buy |
|
|||||
|
2018
Q4 | $221K | Hold |
|
|||||
|
2018
Q3 | $219K | Hold |
|
|||||
|
2018
Q2 | $233K | Buy |
|
|||||
|
2018
Q1 | $209K | Buy |
|