Chicago Trust’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 | $584K | Sell |
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|
2025
Q2 | $985K | Buy |
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|
2025
Q1 | $888K | Buy |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $872K | Buy |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $855K | Buy |
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|
2022
Q3 | $779K | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $861K | Sell |
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|
2021
Q4 | $993K | Buy |
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|
2021
Q3 | $866K | Hold |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $493K | Buy |
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|
2019
Q4 | $549K | Hold |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $758 | Buy |
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|
2019
Q1 | $701 | Sell |
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|
2018
Q4 | $608 | Sell |
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|
2018
Q3 | $613K | Buy |
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|
2018
Q2 | $637K | Hold |
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|
2018
Q1 | $615K | Buy |
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|
2017
Q4 | $661K | Hold |
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|
2017
Q3 | $676 | Buy |
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|
2017
Q2 | $587 | Hold |
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|
2017
Q1 | $610 | Sell |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $662K | Sell |
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|
2016
Q2 | $718K | Buy |
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|
2016
Q1 | $676K | Buy |
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|
2015
Q4 | $610K | Buy |
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|
2015
Q3 | $573K | Sell |
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|
2015
Q2 | $623K | Sell |
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|
2015
Q1 | $666K | Buy |
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