Cohen Capital Management’s Southern Company SO Stock Holding History

Cohen Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Hold
2025 Q1	$1.75M	Hold
2024 Q4	$1.56M	Hold
2024 Q3	$1.71M	Hold
2024 Q2	$1.47M	Hold
2024 Q1	$1.36M	Hold
2023 Q4	$1.33M	Hold
2023 Q3	$1.23M	Hold
2023 Q2	$1.33M	Hold
2023 Q1	$1.32M	Hold
2022 Q4	$1.36M	Hold
2022 Q3	$1.29M	Hold
2022 Q2	$1.35M	Hold
2022 Q1	$1.38M	Hold
2021 Q4	$1.3M	Hold
2021 Q3	$1.18M	Hold
2021 Q2	$1.15M	Hold
2021 Q1	$1.18M	Hold
2020 Q4	$1.17M	Hold
2020 Q3	$1.03M	Hold
2020 Q2	$985K	Hold
2020 Q1	$1.03M	Hold
2019 Q4	$1.21M	Hold
2019 Q3	$1.17M	Hold
2019 Q2	$1.05M	Hold
2019 Q1	$982K	Hold
2018 Q4	$834K	Hold
2018 Q3	$828K	Hold
2018 Q2	$880K	Hold
2018 Q1	$870K	Hold
2017 Q4	$914K	Hold
2017 Q3	$934K	Hold
2017 Q2	$910K	Hold
2017 Q1	$946K	Hold
2016 Q4	$935K	Hold
2016 Q3	$975K	Hold
2016 Q2	$1.02M	Hold
2016 Q1	$889K	Hold
2015 Q4	$889K	Hold
2015 Q3	$849K	Hold
2015 Q2	$796K	Hold
2015 Q1	$841K	Hold
2014 Q4	$933K	Hold
2014 Q3	$829K	Hold
2014 Q2	$862K	Hold
2014 Q1	$835K	Hold
2013 Q4	$781K	Hold
2013 Q3	$782K	Hold
2013 Q2	$838K	Buy