Chicago Partners Investment Group’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 | $886K | Buy |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $781K | Buy |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $25K | Sell |
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|
2018
Q1 | $59K | Sell |
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|
2017
Q4 | $97K | Buy |
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|
2017
Q3 | $26K | Sell |
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|
2017
Q2 | $100K | Buy |
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