Conning Inc’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 | $661K | Hold |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $723K | Buy |
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|
2021
Q3 | $638K | Sell |
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|
2021
Q2 | $760K | Sell |
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|
2021
Q1 | $870K | Sell |
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|
2020
Q4 | $937K | Sell |
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|
2020
Q3 | $839K | Buy |
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|
2020
Q2 | $791K | Sell |
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|
2020
Q1 | $841K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $985K | Sell |
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|
2019
Q2 | $917K | Sell |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $839K | Sell |
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|
2018
Q3 | $914K | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.5M | Buy |
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|
2017
Q3 | $1.16M | Sell |
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|
2017
Q2 | $1.15M | Buy |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.22M | Sell |
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|
2016
Q2 | $3.61M | Sell |
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|
2016
Q1 | $4.23M | Sell |
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|
2015
Q4 | $4.29M | Buy |
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|
2015
Q3 | $3.69M | Sell |
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|
2015
Q2 | $3.56M | Sell |
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|
2015
Q1 | $3.77M | Buy |
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|
2014
Q4 | $1.23M | Sell |
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|
2014
Q3 | $1.12M | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.19M | Buy |
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|
2013
Q4 | $1.06M | Buy |
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|
2013
Q3 | $869K | Buy |
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|
2013
Q2 | $900K | Buy |
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