CAM
Councilmark Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
2,883
| – | – | 0.17% | 76 |
|
|
2025
Q1 | $265K | Hold |
2,883
| – | – | 0.18% | 74 |
|
|
2024
Q4 | $237K | Hold |
2,883
| – | – | 0.16% | 76 |
|
|
2024
Q3 | $260K | Hold |
2,883
| – | – | 0.17% | 75 |
|
|
2024
Q2 | $224K | Hold |
2,883
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $207K | Buy |
+2,883
| New | +$207K | 0.15% | 83 |
|