Coldstream Capital 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
Q2 | $6.93M | Buy |
|
|||||
|
2025
Q1 | $6.83M | Buy |
|
|||||
|
2024
Q4 | $6.09M | Buy |
|
|||||
|
2024
Q3 | $6.63M | Buy |
|
|||||
|
2024
Q2 | $5.56M | Sell |
|
|||||
|
2024
Q1 | $5.15M | Buy |
|
|||||
|
2023
Q4 | $4.81M | Buy |
|
|||||
|
2023
Q3 | $4.27M | Sell |
|
|||||
|
2023
Q2 | $4.68M | Buy |
|
|||||
|
2023
Q1 | $4.44M | Buy |
|
|||||
|
2022
Q4 | $4.47M | Buy |
|
|||||
|
2022
Q2 | $711K | Buy |
|
|||||
|
2022
Q1 | $623K | Buy |
|
|||||
|
2021
Q4 | $570K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $296K | Buy |
|
|||||
|
2021
Q1 | $290K | Buy |
|
|||||
|
2020
Q4 | $232K | Buy |
|