Chicago Capital’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 | $642K | Hold |
6,991
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $643K | Hold |
6,991
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $575K | Buy |
6,991
+50
| +0.7% | +$4.12K | 0.02% | 214 |
|
|
2024
Q3 | $626K | Hold |
6,941
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $538K | Hold |
6,941
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $498K | Sell |
6,941
-667
| -9% | -$47.9K | 0.02% | 217 |
|
|
2023
Q4 | $533K | Hold |
7,608
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $492K | Hold |
7,608
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $534K | Hold |
7,608
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $529K | Buy |
7,608
+1,333
| +21% | +$92.8K | 0.03% | 154 |
|
|
2022
Q4 | $448K | Hold |
6,275
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $427K | Sell |
6,275
-31
| -0.5% | -$2.11K | 0.02% | 173 |
|
|
2022
Q2 | $450K | Hold |
6,306
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $457K | Buy |
6,306
+1
| +0% | +$72 | 0.02% | 179 |
|
|
2021
Q4 | $432K | Buy |
6,305
+500
| +9% | +$34.3K | 0.02% | 193 |
|
|
2021
Q3 | $360K | Hold |
5,805
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $351K | Buy |
5,805
+746
| +15% | +$45.1K | 0.01% | 205 |
|
|
2021
Q1 | $314K | Hold |
5,059
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $311K | Buy |
5,059
+1
| +0% | +$61 | 0.01% | 201 |
|
|
2020
Q3 | $274K | Hold |
5,058
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $262K | Hold |
5,058
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $274K | Hold |
5,058
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $322K | Buy |
5,058
+1
| +0% | +$64 | 0.02% | 184 |
|
|
2019
Q3 | $312K | Hold |
5,057
| – | – | 0.02% | 185 |
|
|
2019
Q2 | $280K | Hold |
5,057
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $261K | Buy |
5,057
+27
| +0.5% | +$1.39K | 0.02% | 189 |
|
|
2018
Q4 | $221K | Hold |
5,030
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $219K | Hold |
5,030
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $233K | Buy |
5,030
+350
| +7% | +$16.2K | 0.02% | 214 |
|
|
2018
Q1 | $209K | Buy |
+4,680
| New | +$209K | 0.03% | 154 |
|