Chilton 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 | $15.1K | Buy |
+164
| New | +$15.1K | ﹤0.01% | 429 |
|
|
2024
Q4 | – | Sell |
-51
| Closed | -$4.6K | – | 663 |
|
|
2024
Q3 | $4.6K | Sell |
51
-210
| -80% | -$18.9K | ﹤0.01% | 531 |
|
|
2024
Q2 | $20.2K | Sell |
261
-77
| -23% | -$5.97K | ﹤0.01% | 446 |
|
|
2024
Q1 | $24.2K | Sell |
338
-55
| -14% | -$3.95K | ﹤0.01% | 409 |
|
|
2023
Q4 | $27.6K | Buy |
393
+41
| +12% | +$2.88K | ﹤0.01% | 404 |
|
|
2023
Q3 | $22.8K | Hold |
352
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $24.7K | Hold |
352
| – | – | ﹤0.01% | 388 |
|
|
2023
Q1 | $24.5K | Buy |
+352
| New | +$24.5K | ﹤0.01% | 394 |
|
|
2022
Q3 | – | Sell |
-352
| Closed | -$25K | – | 564 |
|
|
2022
Q2 | $25K | Buy |
+352
| New | +$25K | ﹤0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-1,030
| Closed | -$71K | – | 553 |
|
|
2021
Q4 | $71K | Sell |
1,030
-10,000
| -91% | -$689K | ﹤0.01% | 305 |
|
|
2021
Q3 | $684K | Sell |
11,030
-491
| -4% | -$30.4K | 0.04% | 144 |
|
|
2021
Q2 | $697K | Buy |
+11,521
| New | +$697K | 0.04% | 143 |
|
|
2016
Q4 | – | Sell |
-8,500
| Closed | -$436K | – | 158 |
|
|
2016
Q3 | $436K | Sell |
8,500
-170
| -2% | -$8.72K | 0.04% | 131 |
|
|
2016
Q2 | $465K | Hold |
8,670
| – | – | 0.05% | 136 |
|
|
2016
Q1 | $448K | Buy |
8,670
+170
| +2% | +$8.78K | 0.04% | 128 |
|
|
2015
Q4 | $398K | Hold |
8,500
| – | – | 0.04% | 131 |
|
|
2015
Q3 | $380K | Hold |
8,500
| – | – | 0.04% | 129 |
|
|
2015
Q2 | $356K | Hold |
8,500
| – | – | 0.03% | 138 |
|
|
2015
Q1 | $376K | Sell |
8,500
-200
| -2% | -$8.85K | 0.04% | 140 |
|
|
2014
Q4 | $427K | Sell |
8,700
-300
| -3% | -$14.7K | 0.04% | 142 |
|
|
2014
Q3 | $393K | Buy |
9,000
+223
| +3% | +$9.74K | 0.04% | 136 |
|
|
2014
Q2 | $398K | Buy |
+8,777
| New | +$398K | 0.04% | 137 |
|
|
2014
Q1 | – | Sell |
-277
| Closed | -$11.4K | – | 268 |
|
|
2013
Q4 | $11.4K | Hold |
277
| – | – | ﹤0.01% | 323 |
|
|
2013
Q3 | $11.4K | Sell |
277
-45
| -14% | -$1.85K | ﹤0.01% | 322 |
|
|
2013
Q2 | $14K | Buy |
+322
| New | +$14K | ﹤0.01% | 318 |
|