Choreo LLC’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 | $4.54M | Buy |
49,487
+5,830
| +13% | +$535K | 0.06% | 207 |
|
|
2025
Q1 | $4.01M | Buy |
43,657
+1,479
| +4% | +$136K | 0.06% | 211 |
|
|
2024
Q4 | $3.47M | Sell |
42,178
-1,743
| -4% | -$144K | 0.05% | 238 |
|
|
2024
Q3 | $3.99M | Buy |
43,921
+3,844
| +10% | +$349K | 0.06% | 220 |
|
|
2024
Q2 | $3.09M | Buy |
40,077
+24,777
| +162% | +$1.91M | 0.05% | 232 |
|
|
2024
Q1 | $1.1M | Buy |
15,300
+321
| +2% | +$23K | 0.03% | 253 |
|
|
2023
Q4 | $1.05M | Buy |
14,979
+4,424
| +42% | +$310K | 0.03% | 255 |
|
|
2023
Q3 | $683K | Buy |
10,555
+19
| +0.2% | +$1.23K | 0.02% | 236 |
|
|
2023
Q2 | $740K | Sell |
10,536
-1,273
| -11% | -$89.4K | 0.03% | 238 |
|
|
2023
Q1 | $822K | Buy |
11,809
+3,236
| +38% | +$225K | 0.03% | 229 |
|
|
2022
Q4 | $612K | Buy |
8,573
+2,866
| +50% | +$205K | 0.03% | 133 |
|
|
2022
Q3 | $388K | Buy |
5,707
+85
| +2% | +$5.78K | 0.02% | 146 |
|
|
2022
Q2 | $401K | Buy |
5,622
+52
| +0.9% | +$3.71K | 0.02% | 142 |
|
|
2022
Q1 | $404K | Buy |
5,570
+5
| +0.1% | +$363 | 0.02% | 159 |
|
|
2021
Q4 | $382K | Buy |
5,565
+395
| +8% | +$27.1K | 0.02% | 162 |
|
|
2021
Q3 | $320K | Buy |
5,170
+20
| +0.4% | +$1.24K | 0.02% | 168 |
|
|
2021
Q2 | $312K | Sell |
5,150
-110
| -2% | -$6.66K | 0.02% | 174 |
|
|
2021
Q1 | $327K | Buy |
5,260
+21
| +0.4% | +$1.31K | 0.02% | 149 |
|
|
2020
Q4 | $322K | Buy |
5,239
+20
| +0.4% | +$1.23K | 0.02% | 151 |
|
|
2020
Q3 | $283K | Buy |
5,219
+357
| +7% | +$19.4K | 0.02% | 150 |
|
|
2020
Q2 | $252K | Sell |
4,862
-952
| -16% | -$49.3K | 0.02% | 155 |
|
|
2020
Q1 | $315K | Buy |
5,814
+455
| +8% | +$24.7K | 0.04% | 134 |
|
|
2019
Q4 | $341K | Buy |
5,359
+47
| +0.9% | +$2.99K | 0.03% | 147 |
|
|
2019
Q3 | $328K | Sell |
5,312
-92
| -2% | -$5.68K | 0.04% | 138 |
|
|
2019
Q2 | $299K | Buy |
5,404
+94
| +2% | +$5.2K | 0.03% | 155 |
|
|
2019
Q1 | $274K | Sell |
5,310
-1,408
| -21% | -$72.7K | 0.03% | 165 |
|
|
2018
Q4 | $295K | Sell |
6,718
-108
| -2% | -$4.74K | 0.04% | 144 |
|
|
2018
Q3 | $298K | Sell |
6,826
-74
| -1% | -$3.23K | 0.04% | 168 |
|
|
2018
Q2 | $320K | Sell |
6,900
-497
| -7% | -$23K | 0.04% | 176 |
|
|
2018
Q1 | $330K | Buy |
7,397
+156
| +2% | +$6.96K | 0.04% | 202 |
|
|
2017
Q4 | $348K | Buy |
7,241
+440
| +6% | +$21.1K | 0.04% | 205 |
|
|
2017
Q3 | $334K | Buy |
6,801
+85
| +1% | +$4.17K | 0.04% | 204 |
|
|
2017
Q2 | $322K | Sell |
6,716
-308
| -4% | -$14.8K | 0.05% | 200 |
|
|
2017
Q1 | $350K | Sell |
7,024
-1,024
| -13% | -$51K | 0.05% | 185 |
|
|
2016
Q4 | $396K | Buy |
8,048
+1,129
| +16% | +$55.6K | 0.06% | 162 |
|
|
2016
Q3 | $355K | Sell |
6,919
-312
| -4% | -$16K | 0.06% | 150 |
|
|
2016
Q2 | $388K | Sell |
7,231
-965
| -12% | -$51.8K | 0.07% | 131 |
|
|
2016
Q1 | $424K | Buy |
8,196
+1,118
| +16% | +$57.8K | 0.09% | 109 |
|
|
2015
Q4 | $331K | Buy |
7,078
+1,220
| +21% | +$57.1K | 0.08% | 109 |
|
|
2015
Q3 | $262K | Sell |
5,858
-180
| -3% | -$8.05K | 0.07% | 118 |
|
|
2015
Q2 | $253K | Buy |
6,038
+1,369
| +29% | +$57.4K | 0.06% | 124 |
|
|
2015
Q1 | $207K | Buy |
+4,669
| New | +$207K | 0.05% | 143 |
|
|
2014
Q4 | – | Sell |
-5,308
| Closed | -$232K | – | 153 |
|
|
2014
Q3 | $232K | Buy |
5,308
+12
| +0.2% | +$524 | 0.07% | 126 |
|
|
2014
Q2 | $240K | Sell |
5,296
-823
| -13% | -$37.3K | 0.07% | 122 |
|
|
2014
Q1 | $269K | Buy |
+6,119
| New | +$269K | 0.08% | 113 |
|