CAMV
Concord Asset Management (Virginia)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
44,504
+5,323
| +14% | +$489K | 0.61% | 33 |
|
|
2025
Q1 | $3.57M | Buy |
39,181
+2,488
| +7% | +$227K | 0.79% | 31 |
|
|
2024
Q4 | $3.02M | Buy |
36,693
+3,012
| +9% | +$248K | 0.66% | 40 |
|
|
2024
Q3 | $3.04M | Buy |
33,681
+7,922
| +31% | +$714K | 0.69% | 42 |
|
|
2024
Q2 | $2M | Buy |
25,759
+2,017
| +8% | +$156K | 0.5% | 49 |
|
|
2024
Q1 | $1.7M | Buy |
23,742
+4,707
| +25% | +$338K | 0.45% | 57 |
|
|
2023
Q4 | $1.33M | Buy |
19,035
+6,354
| +50% | +$446K | 0.39% | 56 |
|
|
2023
Q3 | $821K | Buy |
12,681
+3,628
| +40% | +$235K | 0.28% | 61 |
|
|
2023
Q2 | $636K | Buy |
9,053
+2,050
| +29% | +$144K | 0.22% | 57 |
|
|
2023
Q1 | $487K | Buy |
+7,003
| New | +$487K | 0.2% | 58 |
|