Cobblestone Capital Advisors’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 | $1.07M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $975K | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $776K | Hold |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $511K | Sell |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $473K | Hold |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $533K | Buy |
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $661K | Sell |
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|
2017
Q3 | $718K | Buy |
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|
2017
Q2 | $336K | Hold |
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|
2017
Q1 | $349K | Buy |
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|
2016
Q4 | $343K | Hold |
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|
2016
Q3 | $357K | Hold |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $366K | Sell |
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|
2015
Q4 | $366K | Buy |
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|
2015
Q3 | $344K | Hold |
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|
2015
Q2 | $323K | Buy |
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|
2015
Q1 | $310K | Buy |
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|
2014
Q4 | $332K | Buy |
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|
2014
Q3 | $260K | Sell |
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|
2014
Q2 | $273K | Sell |
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|
2014
Q1 | $269K | Hold |
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|
2013
Q4 | $252K | Sell |
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|
2013
Q3 | $285K | Buy |
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|
2013
Q2 | $293K | Buy |
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