CIM Investment Management’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 | $455K | Sell |
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|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $498K | Buy |
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|
2019
Q4 | $565K | Hold |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $489K | Hold |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $430K | Sell |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $502K | Sell |
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|
2017
Q3 | $521K | Sell |
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|
2017
Q2 | $536K | Sell |
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|
2017
Q1 | $567K | Sell |
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|
2016
Q4 | $616K | Buy |
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|
2016
Q3 | $635K | Sell |
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|
2016
Q2 | $718K | Sell |
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|
2016
Q1 | $724K | Sell |
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|
2015
Q4 | $737K | Hold |
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|
2015
Q3 | $704K | Hold |
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|
2015
Q2 | $660K | Hold |
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|
2015
Q1 | $698K | Hold |
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|
2014
Q4 | $774K | Hold |
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|
2014
Q3 | $688K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $706K | Buy |
|