Columbus Macro’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.04M | Buy |
22,233
+123
| +0.6% | +$11.3K | 0.25% | 115 |
|
2025
Q1 | $2.03M | Buy |
22,110
+1
| +0% | +$92 | 0.27% | 115 |
|
2024
Q4 | $1.82M | Buy |
22,109
+10,090
| +84% | +$831K | 0.25% | 121 |
|
2024
Q3 | $1.08M | Sell |
12,019
-540
| -4% | -$48.5K | 0.39% | 91 |
|
2024
Q2 | $975K | Sell |
12,559
-472
| -4% | -$36.6K | 0.38% | 90 |
|
2024
Q1 | $935K | Sell |
13,031
-673
| -5% | -$48.3K | 0.35% | 99 |
|
2023
Q4 | $965K | Sell |
13,704
-239
| -2% | -$16.8K | 0.38% | 92 |
|
2023
Q3 | $902K | Sell |
13,943
-696
| -5% | -$45K | 0.38% | 88 |
|
2023
Q2 | $1.02M | Sell |
14,639
-2,087
| -12% | -$146K | 0.41% | 76 |
|
2023
Q1 | $1.18M | Buy |
16,726
+170
| +1% | +$12K | 0.44% | 73 |
|
2022
Q4 | $1.18M | Buy |
16,556
+3,060
| +23% | +$219K | 0.45% | 75 |
|
2022
Q3 | $918K | Sell |
13,496
-297
| -2% | -$20.2K | 0.38% | 85 |
|
2022
Q2 | $984K | Sell |
13,793
-477
| -3% | -$34K | 0.37% | 85 |
|
2022
Q1 | $1.04M | Buy |
14,270
+823
| +6% | +$59.7K | 0.35% | 84 |
|
2021
Q4 | $922K | Sell |
13,447
-878
| -6% | -$60.2K | 0.31% | 96 |
|
2021
Q3 | $888K | Sell |
14,325
-338
| -2% | -$21K | 0.29% | 93 |
|
2021
Q2 | $887K | Sell |
14,663
-222
| -1% | -$13.4K | 0.28% | 98 |
|
2021
Q1 | $925K | Sell |
14,885
-2,488
| -14% | -$155K | 0.29% | 93 |
|
2020
Q4 | $1.07M | Sell |
17,373
-1,144
| -6% | -$70.3K | 0.33% | 88 |
|
2020
Q3 | $1M | Buy |
+18,517
| New | +$1M | 0.31% | 86 |
|
2018
Q2 | – | Sell |
-95,965
| Closed | -$4.29M | – | 129 |
|
2018
Q1 | $4.29M | Buy |
95,965
+4,699
| +5% | +$210K | 1.11% | 35 |
|
2017
Q4 | $4.39M | Buy |
+91,266
| New | +$4.39M | 1.37% | 37 |
|