Compagnie Lombard Odier SCmA’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 | $47.4K | Hold |
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|
2025
Q2 | $45.9K | Hold |
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|
2025
Q1 | $46K | Hold |
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|
2024
Q4 | $41.2K | Sell |
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|
2024
Q3 | $3.11M | Hold |
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|
2024
Q2 | $2.68M | Hold |
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|
2024
Q1 | $2.48M | Hold |
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|
2023
Q4 | $2.42M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $97K | Hold |
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|
2019
Q1 | $91K | Hold |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $77K | Hold |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | $39K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $85K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $122K | Hold |
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|
2014
Q4 | $135K | Sell |
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|
2014
Q3 | $726K | Buy |
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|
2014
Q2 | $742K | Buy |
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|
2014
Q1 | $703K | Buy |
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|
2013
Q4 | $645K | Buy |
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