Chicago Partners Investment 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 | $872K | Sell |
9,163
-552
| -6% | -$52.5K | 0.03% | 428 |
|
|
2025
Q1 | $895K | Buy |
9,715
+308
| +3% | +$28.4K | 0.03% | 381 |
|
|
2024
Q4 | $781K | Buy |
9,407
+157
| +2% | +$13K | 0.03% | 397 |
|
|
2024
Q3 | $871K | Buy |
9,250
+1,236
| +15% | +$116K | 0.03% | 358 |
|
|
2024
Q2 | $668K | Sell |
8,014
-804
| -9% | -$67K | 0.03% | 398 |
|
|
2024
Q1 | $646K | Sell |
8,818
-106
| -1% | -$7.76K | 0.03% | 394 |
|
|
2023
Q4 | $609K | Buy |
8,924
+167
| +2% | +$11.4K | 0.03% | 385 |
|
|
2023
Q3 | $573K | Sell |
8,757
-14
| -0.2% | -$916 | 0.03% | 376 |
|
|
2023
Q2 | $622K | Buy |
8,771
+1,182
| +16% | +$83.9K | 0.03% | 365 |
|
|
2023
Q1 | $562K | Buy |
7,589
+1,793
| +31% | +$133K | 0.03% | 361 |
|
|
2022
Q4 | $393K | Buy |
5,796
+1,061
| +22% | +$71.9K | 0.02% | 430 |
|
|
2022
Q3 | $300K | Buy |
4,735
+948
| +25% | +$60.1K | 0.02% | 434 |
|
|
2022
Q2 | $291K | Buy |
3,787
+179
| +5% | +$13.8K | 0.02% | 448 |
|
|
2022
Q1 | $266K | Buy |
3,608
+517
| +17% | +$38.1K | 0.02% | 437 |
|
|
2021
Q4 | $204K | Buy |
+3,091
| New | +$204K | 0.01% | 528 |
|
|
2018
Q4 | – | Sell |
-1,855
| Closed | -$85K | – | 823 |
|
|
2018
Q3 | $85K | Buy |
1,855
+1,325
| +250% | +$60.7K | 0.01% | 438 |
|
|
2018
Q2 | $25K | Sell |
530
-795
| -60% | -$37.5K | ﹤0.01% | 623 |
|
|
2018
Q1 | $59K | Sell |
1,325
-700
| -35% | -$31.2K | 0.01% | 425 |
|
|
2017
Q4 | $97K | Buy |
2,025
+1,500
| +286% | +$71.9K | 0.02% | 360 |
|
|
2017
Q3 | $26K | Sell |
525
-1,526
| -74% | -$75.6K | ﹤0.01% | 563 |
|
|
2017
Q2 | $100K | Buy |
+2,051
| New | +$100K | 0.03% | 280 |
|