Clarius Group LLC’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 | $339K | Sell |
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|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $839K | Buy |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $772K | Buy |
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|
2022
Q1 | $728K | Hold |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | $498K | Buy |
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|
2019
Q3 | $410K | Buy |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $254K | Buy |
|