CMP
Coston McIsaac & Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
75,084
+557
| +0.7% | +$51.1K | 1.79% | 12 |
|
|
2025
Q1 | $6.85M | Buy |
74,527
+141
| +0.2% | +$13K | 2% | 14 |
|
|
2024
Q4 | $6.12M | Sell |
74,386
-1,917
| -3% | -$158K | 1.81% | 13 |
|
|
2024
Q3 | $6.88K | Buy |
76,303
+1,476
| +2% | +$133 | 1.94% | 14 |
|
|
2024
Q2 | $5.8M | Buy |
74,827
+1,779
| +2% | +$138K | 1.83% | 15 |
|
|
2024
Q1 | $5.24M | Buy |
73,048
+2,807
| +4% | +$201K | 1.68% | 17 |
|
|
2023
Q4 | $4.93M | Buy |
70,241
+2,324
| +3% | +$163K | 1.72% | 19 |
|
|
2023
Q3 | $4.39M | Buy |
67,917
+4,117
| +6% | +$266K | 1.67% | 20 |
|
|
2023
Q2 | $4.48M | Buy |
63,800
+1,941
| +3% | +$136K | 1.54% | 20 |
|
|
2023
Q1 | $4.3M | Buy |
61,859
+3,972
| +7% | +$276K | 1.6% | 21 |
|
|
2022
Q4 | $4.13K | Buy |
57,887
+2,965
| +5% | +$212 | 1.61% | 19 |
|
|
2022
Q3 | $3.73M | Buy |
54,922
+5,216
| +10% | +$355K | 1.7% | 17 |
|
|
2022
Q2 | $3.55M | Buy |
+49,706
| New | +$3.55M | 2.14% | 16 |
|