CIR
Clear Investment Research’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
1,917
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $176K | Sell |
1,917
-14
| -0.7% | -$1.29K | 0.24% | 61 |
|
|
2024
Q4 | $159K | Sell |
1,931
-79
| -4% | -$6.51K | 0.2% | 61 |
|
|
2024
Q3 | $181K | Sell |
2,010
-5
| -0.2% | -$451 | 0.24% | 58 |
|
|
2024
Q2 | $156K | Sell |
2,015
-5
| -0.2% | -$388 | 0.2% | 60 |
|
|
2024
Q1 | $145K | Buy |
2,020
+14
| +0.7% | +$1.01K | 0.2% | 60 |
|
|
2023
Q4 | $141K | Sell |
2,006
-90
| -4% | -$6.31K | 0.2% | 62 |
|
|
2023
Q3 | $136K | Sell |
2,096
-11
| -0.5% | -$712 | 0.24% | 57 |
|
|
2023
Q2 | $148K | Hold |
2,107
| – | – | 0.25% | 52 |
|
|
2023
Q1 | $147K | Buy |
2,107
+64
| +3% | +$4.45K | 0.26% | 52 |
|
|
2022
Q4 | $146K | Sell |
2,043
-47
| -2% | -$3.36K | 0.28% | 49 |
|
|
2022
Q3 | $142K | Hold |
2,090
| – | – | 0.3% | 49 |
|
|
2022
Q2 | $149K | Hold |
2,090
| – | – | 0.33% | 52 |
|
|
2022
Q1 | $152K | Hold |
2,090
| – | – | 0.3% | 57 |
|
|
2021
Q4 | $143K | Hold |
2,090
| – | – | 0.22% | 60 |
|
|
2021
Q3 | $130K | Hold |
2,090
| – | – | 0.21% | 61 |
|
|
2021
Q2 | $126K | Hold |
2,090
| – | – | 0.21% | 59 |
|
|
2021
Q1 | $130K | Hold |
2,090
| – | – | 0.24% | 52 |
|
|
2020
Q4 | $128K | Sell |
2,090
-160
| -7% | -$9.8K | 0.23% | 54 |
|
|
2020
Q3 | $122K | Hold |
2,250
| – | – | 0.25% | 52 |
|
|
2020
Q2 | $117K | Hold |
2,250
| – | – | 0.25% | 47 |
|
|
2020
Q1 | $122K | Hold |
2,250
| – | – | 0.3% | 44 |
|
|
2019
Q4 | $143K | Sell |
2,250
-12
| -0.5% | -$763 | 0.3% | 45 |
|
|
2019
Q3 | $140K | Buy |
2,262
+1,875
| +484% | +$116K | 0.3% | 47 |
|
|
2019
Q2 | $21K | Buy |
387
+375
| +3,125% | +$20.3K | 0.03% | 76 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 193 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 183 |
|
|
2018
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 194 |
|