Courier Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
30,689
-651
| -2% | -$59.8K | 0.17% | 122 |
|
|
2025
Q1 | $2.88M | Buy |
31,340
+1,320
| +4% | +$121K | 0.19% | 121 |
|
|
2024
Q4 | $2.47M | Sell |
30,020
-2,368
| -7% | -$195K | 0.17% | 118 |
|
|
2024
Q3 | $2.92M | Buy |
32,388
+22,766
| +237% | +$2.05M | 0.2% | 106 |
|
|
2024
Q2 | $746K | Sell |
9,622
-20,996
| -69% | -$1.63M | 0.06% | 194 |
|
|
2024
Q1 | $2.2M | Sell |
30,618
-4,473
| -13% | -$321K | 0.16% | 121 |
|
|
2023
Q4 | $2.46M | Buy |
35,091
+984
| +3% | +$69K | 0.19% | 112 |
|
|
2023
Q3 | $2.21M | Sell |
34,107
-44
| -0.1% | -$2.85K | 0.18% | 116 |
|
|
2023
Q2 | $2.4M | Buy |
34,151
+28,874
| +547% | +$2.03M | 0.19% | 112 |
|
|
2023
Q1 | $367K | Sell |
5,277
-52
| -1% | -$3.62K | 0.04% | 213 |
|
|
2022
Q4 | $381K | Hold |
5,329
| – | – | 0.04% | 208 |
|
|
2022
Q3 | $362K | Buy |
5,329
+106
| +2% | +$7.2K | 0.04% | 202 |
|
|
2022
Q2 | $372K | Buy |
5,223
+1,000
| +24% | +$71.2K | 0.04% | 203 |
|
|
2022
Q1 | $306K | Sell |
4,223
-166
| -4% | -$12K | 0.03% | 238 |
|
|
2021
Q4 | $301K | Sell |
4,389
-198
| -4% | -$13.6K | 0.03% | 248 |
|
|
2021
Q3 | $284K | Hold |
4,587
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $278K | Buy |
4,587
+325
| +8% | +$19.7K | 0.03% | 265 |
|
|
2021
Q1 | $265K | Hold |
4,262
| – | – | 0.03% | 265 |
|
|
2020
Q4 | $262K | Buy |
4,262
+498
| +13% | +$30.6K | 0.03% | 251 |
|
|
2020
Q3 | $226K | Buy |
+3,764
| New | +$226K | 0.03% | 257 |
|
|
2020
Q2 | – | Sell |
-3,764
| Closed | -$209K | – | 275 |
|
|
2020
Q1 | $209K | Hold |
3,764
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $238K | Buy |
3,764
+149
| +4% | +$9.42K | 0.03% | 265 |
|
|
2019
Q3 | $222K | Buy |
+3,615
| New | +$222K | 0.03% | 263 |
|
|
2018
Q1 | – | Sell |
-4,408
| Closed | -$212K | – | 310 |
|
|
2017
Q4 | $212K | Sell |
4,408
-100
| -2% | -$4.81K | 0.03% | 280 |
|
|
2017
Q3 | $222K | Sell |
4,508
-2,001
| -31% | -$98.5K | 0.03% | 262 |
|
|
2017
Q2 | $312K | Sell |
6,509
-13
| -0.2% | -$623 | 0.05% | 202 |
|
|
2017
Q1 | $325K | Sell |
6,522
-79
| -1% | -$3.94K | 0.06% | 194 |
|
|
2016
Q4 | $325K | Sell |
6,601
-332
| -5% | -$16.3K | 0.06% | 189 |
|
|
2016
Q3 | $356K | Buy |
6,933
+19
| +0.3% | +$976 | 0.07% | 190 |
|
|
2016
Q2 | $371K | Buy |
6,914
+20
| +0.3% | +$1.07K | 0.07% | 190 |
|
|
2016
Q1 | $357K | Buy |
6,894
+278
| +4% | +$14.4K | 0.07% | 187 |
|
|
2015
Q4 | $310K | Buy |
6,616
+71
| +1% | +$3.33K | 0.07% | 202 |
|
|
2015
Q3 | $293K | Buy |
6,545
+22
| +0.3% | +$985 | 0.06% | 206 |
|
|
2015
Q2 | $273K | Buy |
6,523
+222
| +4% | +$9.29K | 0.06% | 217 |
|
|
2015
Q1 | $279K | Buy |
6,301
+20
| +0.3% | +$886 | 0.06% | 216 |
|
|
2014
Q4 | $308K | Buy |
6,281
+18
| +0.3% | +$883 | 0.06% | 208 |
|
|
2014
Q3 | $273K | Sell |
6,263
-980
| -14% | -$42.7K | 0.06% | 219 |
|
|
2014
Q2 | $329K | Sell |
7,243
-85
| -1% | -$3.86K | 0.07% | 212 |
|
|
2014
Q1 | $322K | Buy |
7,328
+19
| +0.3% | +$835 | 0.07% | 202 |
|
|
2013
Q4 | $300K | Buy |
7,309
+420
| +6% | +$17.2K | 0.06% | 218 |
|
|
2013
Q3 | $284K | Buy |
6,889
+19
| +0.3% | +$783 | 0.07% | 216 |
|
|
2013
Q2 | $303K | Buy |
+6,870
| New | +$303K | 0.08% | 199 |
|