Cornerstone Management’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 | $360K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $312K | Buy |
|
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $953K | Buy |
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|
2024
Q1 | $882K | Buy |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $867K | Buy |
|
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|
2023
Q1 | $719K | Buy |
|
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $749K | Buy |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $393K | Buy |
|
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $544K | Buy |
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|
2018
Q4 | $462K | Sell |
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|
2018
Q3 | $558K | Buy |
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|
2018
Q2 | $593K | Sell |
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|
2018
Q1 | $576K | Buy |
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|
2017
Q4 | $620K | Buy |
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|
2017
Q3 | $634K | Buy |
|
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|
2017
Q2 | $618K | Sell |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | $634K | Hold |
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|
2016
Q3 | $661K | Buy |
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|
2016
Q2 | $691K | Buy |
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|
2016
Q1 | $667K | Sell |
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|
2015
Q4 | $606K | Buy |
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|
2015
Q3 | $576K | Buy |
|
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|
2015
Q2 | $463K | Sell |
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|
2015
Q1 | $496K | Sell |
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|
2014
Q4 | $681K | Buy |
|