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