Chickasaw Capital Management’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 | $239K | Sell |
2,600
-52
| -2% | -$4.78K | 0.01% | 92 |
|
|
2025
Q1 | $244K | Hold |
2,652
| – | – | 0.01% | 86 |
|
|
2024
Q4 | $218K | Hold |
2,652
| – | – | 0.01% | 94 |
|
|
2024
Q3 | $239K | Hold |
2,652
| – | – | 0.01% | 89 |
|
|
2024
Q2 | $206K | Buy |
+2,652
| New | +$206K | 0.01% | 95 |
|
|
2023
Q3 | – | Sell |
-2,932
| Closed | -$206K | – | 84 |
|
|
2023
Q2 | $206K | Hold |
2,932
| – | – | 0.01% | 82 |
|
|
2023
Q1 | $204K | Hold |
2,932
| – | – | 0.01% | 82 |
|
|
2022
Q4 | $209K | Buy |
+2,932
| New | +$209K | 0.01% | 80 |
|
|
2022
Q3 | – | Sell |
-2,932
| Closed | -$209K | – | 81 |
|
|
2022
Q2 | $209K | Hold |
2,932
| – | – | 0.01% | 78 |
|
|
2022
Q1 | $213K | Hold |
2,932
| – | – | 0.01% | 85 |
|
|
2021
Q4 | $201K | Buy |
+2,932
| New | +$201K | 0.01% | 95 |
|